Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serina? Claim Your ProfileSerina Foster is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC in Long Beach, CA. Serina has been in the financial services industry since 1998. Serina has a strong background in the financial industry with prior experience at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Serina specializes in portfolio management, financial planning and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
CA
05/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
NV
10/24/2019 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (INCLINE VILLAGE NV)
CA
08/02/2018 - 10/22/2019
UBS FINANCIAL SERVICES INC. (SEAL BEACH CA)
CA
10/05/2012 - 08/02/2018
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
11/20/1998 - 10/09/2012
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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