Unclaimed
Savanna Rose Foster is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Phoenix, AZ. Savanna has been working in the financial industry since 2019. She holds multiple licenses including Series 66, Series 7TO, and Series 24 and is registered with FINRA. Prior to joining Raymond James Financial Services Advisors, Inc., Savanna worked at Robinhood Financial, LLC in Tempe, AZ and Morgan Stanley in Gilbert, AZ. Savanna specializes in a wide range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
09/27/2024 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
AZ
10/05/2020 - 07/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
07/10/2019 - 10/02/2020
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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