Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Foster is a financial advisor with Morgan Stanley, registered with the state of New Jersey since 2009. Wallace is a seasoned professional in the industry with over 20 years of experience. His prior experience includes roles at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is qualified to provide securities and investment advice. Wallace holds a Series 7 and Series 66 license and the Securities Industry Essentials (SIE) exam. Wallace's primary focus is on serving individuals, corporations, and charitable organizations. He has a strong track record in asset allocation, financial planning, pension consulting, and portfolio management for various investment structures.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
02/16/2011 - Present
Morgan Stanley (Short Hills NJ)
NJ
10/28/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
NJ
10/24/2000 - 10/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTFIELD NJ)
BOTH
Issued 12/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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