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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzuanne? Claim Your ProfileSuzuanne Marie Foster is a financial advisor with Oneascent Financial Services LLC. Suzuanne has been in the industry since 2004. Suzuanne holds the Series 66, SIE, and Series 7 licenses. Suzuanne is registered with FINRA and is also registered in California, Texas, and Wisconsin. Suzuanne also has a Certified Financial Planner designation. Suzuanne has a total of 11 years of experience with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Suzuanne has a strong track record of providing financial planning and investment advice to individuals, families, and businesses. Suzuanne specializes in providing financial planning services, including retirement planning, college savings, and estate planning. Suzuanne is also experienced in providing investment management services, including portfolio management and mutual fund selection.
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.
Consulting
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
AL
09/15/2021 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
CA
08/25/2004 - 09/15/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Laguna Niguel CA)
MN
08/25/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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