Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Foster is a financial advisor with Wells Fargo Clearing Services, LLC. Nathan has been in the industry since 2009. Nathan has licenses in both Missouri and is registered with both FINRA and the state of Missouri. Nathan specializes in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses. Nathan is also a registered investment advisor with the state of Missouri. Nathan was previously registered with SAGEPOINT FINANCIAL, INC. and Edward Jones.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
10/27/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/19/2012 - 05/31/2017
SAGEPOINT FINANCIAL, INC. (CHESTERFIELD MO)
MO
06/24/2009 - 10/18/2012
EDWARD JONES (KIRKWOOD MO)
BOTH
Issued 07/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nathan Foster is the right advisor for you? Invested Better is here to help.
