Unclaimed
Rebecca Foster is a financial advisor registered with Arvest Wealth Management. Rebecca has over 20 years of experience in the financial services industry. Rebecca specializes in financial planning, portfolio management, and pension consulting. Rebecca holds Series 6, 7, 63, 65, and 66 licenses and has passed the SIE exam.
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.
1
2
AR
01/03/2025 - Present
Arvest Wealth Management (FT SMITH AR)
OK
09/14/2021 - 01/20/2023
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Oklahoma City OK)
OK
02/04/2019 - 12/22/2020
LPL FINANCIAL LLC (EDMOND OK)
OK
06/07/2017 - 02/21/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OKLAHOMA CITY OK)
OK
10/20/2016 - 05/23/2017
PRUCO SECURITIES, LLC. (Oklahoma City OK)
IL
06/20/2016 - 11/09/2016
FOREST SECURITIES,INC. (HILLSIDE IL)
OK
12/14/2015 - 02/19/2016
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
OK
09/29/2014 - 12/31/2015
SECURITIES MANAGEMENT & RESEARCH, INC. (Edmond OK)
OK
08/05/2011 - 10/03/2014
MML INVESTORS SERVICES, LLC (Oklahoma City OK)
OK
04/04/2008 - 06/10/2011
LPL FINANCIAL LLC (OKLAHOMA CITY OK)
OK
09/05/2003 - 03/19/2008
EDWARD JONES (EDMOND OK)
NY
06/05/2002 - 09/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/10/1994 - 10/22/1994
PRUCO SECURITIES CORPORATION
NA
04/08/1993 - 07/19/1993
FORTIS INVESTORS, INC.
IA
Issued 12/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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