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 has been in the financial industry since September 19, 2004 and is currently registered with Osaic Wealth, Inc. Stephen is licensed in 44 states as a Broker and Investment Advisor. Stephen has Series 6, 7, 24, 51, 63 and 65 securities licenses. Stephen provides services in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Stephen is also a licensed life, health and disability insurance agent through Petra Benefits Financial Services.
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.
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2
TX
11/25/2009 - Present
Osaic Wealth, Inc. (TOMBALL TX)
TX
08/21/2006 - 12/01/2009
WOODBURY FINANCIAL SERVICES, INC. (TOMBALL TX)
TX
10/25/2005 - 08/29/2006
H.D. VEST INVESTMENT SERVICES (TOMBALL TX)
NJ
09/20/2004 - 10/25/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 10/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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