Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Royce Foster is an active investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Everett, Washington. Steven has been in the industry since March 1991 and is registered in Alaska, Montana, and Washington. Steven holds a Series 6, 7, 24, 51, 63 and 65 securities license and has passed the Securities Industry Essentials Examination (SIE). Steven has experience working with a variety of clients, including individuals, corporations, high net worth individuals, pension and profit-sharing plans, charitable organizations, banking or thrift institutions, and insurance companies.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
12/15/2009 - Present
Raymond James Financial Services Advisors, Inc. (Everett WA)
CT
05/09/1997 - 06/08/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
03/11/1991 - 05/08/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 01/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Foster is the right advisor for you? Invested Better is here to help.
