Unclaimed
Shawn Foster is a financial advisor who has been in the industry for over 30 years. Shawn holds Series 6, 7, 26, 63 and 65 licenses, and is a Chartered Financial Consultant. Shawn is currently registered with Ameritas Advisory Services, LLC, and has been with the firm since November 2021. Prior to that, Shawn was with Nationwide Securities, LLC, Ameritas Investment Corp., Financial Network Investment Corporation, Signal Securities, Inc. and Cullum & Sandow Securities, Inc. Shawn has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized financial advice.
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.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (DALLAS TX)
TX
07/08/2004 - 03/31/2009
NATIONWIDE SECURITIES, LLC (PLANO TX)
NE
11/08/2001 - 06/21/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
01/03/1994 - 09/29/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
02/11/1992 - 12/31/1993
SIGNAL SECURITIES, INC. (FORT WORTH TX)
TX
08/28/1989 - 12/31/1991
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
IA
Issued 12/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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