Unclaimed
Rosemarie Elizabeth Foster is a financial advisor currently registered with LPL Financial LLC. Rosemarie has been in the financial services industry since 1992 and has worked at several firms including A. G. EDWARDS & SONS, INC., ROBERT THOMAS SECURITIES, INC, and WHEAT, FIRST SECURITIES, INC. Rosemarie holds the Series 7, Series 31 and SIE licenses. Rosemarie Elizabeth Foster is also a licensed investment advisor in Pennsylvania.
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.
Consulting and other non-discretionary advisory services
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
PA
08/17/2023 - Present
LPL Financial LLC (LEWISBERRY PA)
MO
11/29/1996 - 07/31/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
12/13/1995 - 12/04/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NC
04/20/1992 - 12/20/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 05/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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