Brickell

Stephen Foster

Stephen Foster CFP®, ChFC®, LUTCF, CLU®
Investment Advisor Representative (IAR)


 

For current registration information: 
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For prior experience:
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Foster Financial Services Inc.
12936 SW 133 Ct., Miami, FL 33186
305-232-5422 Office • 305-232-5420 Fax

sfoster@prginc.net
www.ffsins.com

 

Stephen Foster, CFP®, ChFC®, LUTCF, CLU® joined Portfolio Resources Group in 2005 as a broker representative until 2019.  Since February 2013 he has been an Investment Advisor Representative of Portfolio Resources Advisor Group (PRAG).

Business Experience:
Stephen Foster has been in the business of financial insurance planning since 1994, initially focusing on work as a consultant for several small businesses. He has been a business insurance specialist since November 1994 through Foster Financial Services offering Financial Planning for Business owners (Executive benefit planning), Employee benefit plans (health, life, dental, qualified and non- qualified retirement plans and supplemental benefits). Foster Financial Services currently offers clients: Health Insurance, Dental Insurance, Term Life Insurance, Health Savings Account, and Health Reimbursement Accounts. Foster Financial Services, Inc. is dedicated to assist individual businesses to optimize their growth. Its goal is to help clients find key personnel through offering competitive benefits packages for their employee’s. As a broker representative, Stephen Foster was a registered representative of: Global Investor Services, LC from May 2004 to March 2005 in Miami, FL; Jefferson Pilot Securities Corporation from October 1997 to January 2004 in Concord, NH; Jefferson Pilot Investor Services, Inc. from February 1996 to October 1997 in Fort Wayne, IN; Rushmore Securities Corporation from April 1995 to March 1996 in Dallas, TX; MetLife Securities Inc. and Metropolitan Life Insurance Co. from October 1992 to November 1994 in New York, NY.

Educational Background:
Stephen attended the Denver Institute of Technology in 1984 and the Denver Automotive and Diesel College in 1986. He attended the College for Financial Planning in 1995 where he studied for his Certified Financial Planner™ (CFP®) designation. He enrolled in The American College of Financial Services in 2007 to study for his Chartered Financial Consultant® (ChFC®) and his Charter Life Underwriter (CLU) designations.

Professional Designations and Licenses:
Stephen earned his Certified Financial Planner™ (CFP®) designation in 1995 from the College for Financial Planning. He has been a Life Underwriters Training Council Fellow (LUTCF) since 1992, a Certified Networker since 2003, a Chartered Financial Consultant® (ChFC®) since 2007 and a Charter Life Underwriter (CLU®) since 2012. He has a 218 Life, Health and Variable Annuity License since 1991, a 220 License for Property and Casualty since 1992. Stephen Foster has a Series 7 (General Securities Representative Examination) since August 1999 and a Series 6 (Investment Company Products / Variable Contracts Representative Examination) since October 1992.

Associations: 
Stephen Foster is member of the Business Network International (BNI) since 1999. BNI is the largest business networking organization in the world. Since 2013, he is also a Chamber South Trustee. Chamber South is the chamber of commerce for greater south Miami-Dade County.