Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Foster is an investment advisor representative with Osaic Wealth, Inc. Scott has been in the industry since 1987. Scott holds Series 6, 7, and 63 securities licenses as well as a Series 65 license for investment advisor representatives. Osaic Wealth, Inc. is based in Scottsdale, Arizona and specializes in working with individuals, corporations, and businesses. Scott is located in Westborough, Massachusetts, and can help clients with financial planning, portfolio management, educational seminars, 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.
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
MA
02/06/2025 - Present
Osaic Wealth, Inc. (WESTBOROUGH MA)
IN
12/04/2003 - 05/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
12/09/1999 - 12/11/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
03/17/1992 - 11/08/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
02/04/1991 - 06/12/1991
KRUPP SECURITIES CORPORATION (BOSTON MA)
NY
03/02/1990 - 11/27/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/31/1988 - 03/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/18/1986 - 11/09/1988
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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