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LF

Laura Foster

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CRD#: 6642983
LF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laura Foster, who also goes by Laura M Foster, Laura Metcalf Foster, Laurie Foster, was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 2016. Laura had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laura M Foster | Laura Metcalf Foster | Laurie Foster

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 7, 2023 - December 31, 2025

CLEARVISION WEALTH

RIA
CRD#: 322465
MONTCLAIR, NJ
Past

October 5, 2017 - June 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

October 5, 2017 - June 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 24, 2017 - August 14, 2017

TD AMERITRADE, INC.

RIA
CRD#: 7870
NEW YORK, NY
Past

July 20, 2017 - August 14, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
New York, NY
Past

July 19, 2017 - August 14, 2017

TD AMERITRADE, INC.

BD
CRD#: 7870
NEW YORK, NY
Past

January 28, 2017 - July 5, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

September 21, 2016 - July 5, 2017

SCOTTRADE, INC.

BD
CRD#: 8206
STAMFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/28/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CLEARVISION WEALTH
CLEARVISION WEALTH | CLEARVISION WEALTH LLC

CRD#: 322465 / SEC#:

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Contact information


Main Address
96 Park Street Fl 2, Montclair, NJ 07042
Mailing Address
Phone number
(609) 433-1087
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLEARVISION WEALTH

CRD#: 322465

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