Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Foster is a financial advisor with Portfolio Resources Advisor Group, Inc. Stephen is registered in Florida. Stephen also has previous experience with other firms including Portfolio Resources Group, Inc., Global Investor Services, L.C., Jefferson Pilot Securities Corporation, Jefferson-Pilot Investor Services, Inc., Rushmore Securities Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Stephen holds the Series 6, Series 7, and SIE licenses. Stephen has been in the financial services industry since 1992. Stephen also has experience in investment related and insurance sales at Foster Financial Services, Inc. and networking through the BNI Miami-Dade group.
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.
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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FL
06/10/2013 - Present
Portfolio Resources Advisor Group, Inc. (CORAL GABLES FL)
FL
03/01/2005 - 09/26/2019
PORTFOLIO RESOURCES GROUP, INC. (DADELAND FL)
FL
05/20/2004 - 03/02/2005
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
IN
10/01/1997 - 01/06/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
02/28/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
TX
04/18/1995 - 03/05/1996
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
MA
10/30/1992 - 11/21/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/30/1992 - 11/21/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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