Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wesley Foster is an investment advisor representative associated with LPL Financial LLC. Scott has been in the securities industry for over 30 years. Scott's professional experience includes previous roles with UVEST FINANCIAL SERVICES GROUP, INC., BB&T INVESTMENT SERVICES, INC., SUNTRUST INVESTMENT SERVICES, INC., VALIC FINANCIAL ADVISORS, INC., SHIELDS & COMPANY, and PRUCO SECURITIES CORPORATION. Scott is licensed in a number of states, including Indiana, North Carolina, and Texas. Scott holds Series 6, 7, 26, 63, 65, and 66 securities licenses. Scott has a variety of specializations including investment strategies, retirement planning, and insurance. Scott is also affiliated with IAMS, Inc. and Westland Financial Services, Inc.
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.
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2
NC
04/05/2021 - Present
LPL Financial LLC (HENDERSONVILLE NC)
NC
11/10/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HENDERSONVILLE NC)
NC
09/16/2008 - 06/02/2009
BB&T INVESTMENT SERVICES, INC. (WAYNESVILLE NC)
NC
11/07/2005 - 09/19/2008
SUNTRUST INVESTMENT SERVICES, INC. (CANTON NC)
TX
03/06/2003 - 11/02/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
08/07/1997 - 03/05/2003
SHIELDS & COMPANY (NEW YORK NY)
NJ
12/23/1992 - 08/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/13/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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