Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Foster is a financial advisor with over 49 years of experience in the industry. Mitchell is currently registered with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona. Osaic Wealth, Inc. has a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, corporations, individuals, and charitable organizations. Mitchell has a broad range of experience, having worked with both Signator Investors, Inc. and John Hancock Mutual Life Insurance Company in the past. Mitchell is also a licensed insurance broker and an Investment Advisor Representative for Lighthouse Financial Network, LLC. Mitchell is dedicated to helping clients achieve their financial goals through personalized financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
04/01/1974 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
MA
04/01/1974 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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