Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Foster is an investment advisor representative with Fidelity Personal and Workplace Advisors, a firm with offices in Smithfield, RI. Steven has been in the industry for over 11 years and is registered with the state of Rhode Island and Texas. Steven is a Series 66 and 63 licensed professional who provides investment advice to a wide range of clients, including individuals, corporations, and pension plans. Steven can provide financial planning, portfolio management, and educational seminars to his 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.
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.
1
2
RI
03/17/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
12/09/2013 - 10/20/2020
CITIZENS SECURITIES, INC. (JOHNSTON RI)
RI
12/14/2009 - 12/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
04/24/2009 - 12/04/2009
CCO INVESTMENT SERVICES CORP. (CRANSTON RI)
BOTH
Issued 12/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Steven Foster is the right advisor for you? Invested Better is here to help.
