Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Foster is a financial advisor at Schwab Wealth Advisory, Inc. Shannon has been in the financial services industry for over 3 years. Shannon is registered with the state of Arizona and California. Shannon also holds the Series 63, Series 66 and Series 7TO licenses. Shannon provides financial planning, portfolio management for individuals and portfolio management for businesses. Shannon worked at Vanguard Marketing Corporation from 2019 to 2021 and Charles Schwab and Company from 2018 to 2021.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CA
09/27/2023 - Present
Schwab Wealth Advisory, Inc. (San Diego CA)
AZ
10/14/2019 - 06/18/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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