seller-profile

Tania C. Foster

PlanTrust Wealth Management

140 Wildewood Park Drive
Suite 108

Columbia, SC 29223

803-708-0047

Connect with Tania

General Information

Firm Start Year

2021

CRD#

5509910

Firm CRD#

312393

States Licensed in

South Carolina and other jurisdiction were exempted

Years of Experience in Financial Services

6

Number of Years with Current Firm

1

Work Experience

Wells Fargo Bank/ Wells Fargo Advisors, 2020-2021 Edward Jones, 2018-2020 Empower Retirement, 2015-2018

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®

Securities Licenses

Series 7, Series 63, Series 66, Series 6

Insurance and Annuity Licenses

Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Education

MBA - Finance

UofSC
08/14/2021 - 08/31/2022

Disclosures

https://adviserinfo.sec.gov/firm/summary/312393.