Deja Foster, financial advisor Germantown TN

Deja Foster

CRD Number: 6539637
Current Firm: Fidelity Personal And Workplace Advisors

Deja Foster (CRD# 6539637) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Germantown, TN and has over 5 years of experience in the finance industry. Deja Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments Germantown, TN Mar 2021 - Current < 1
Kestra Investment Services, LLC Memphis, TN Oct 2017 - Dec 2020 3
Automation Personnel Services Cordova, TN Sep 2017 - Oct 2017 < 1
The O.n. Equity Sales Company Cincinnati, OH Mar 2017 - Sep 2017 < 1
Ohio National Financial Services Cincinnati, OH Jun 2016 - Sep 2017 1
Axa Advisors LLC New York, NY Dec 2015 - Jun 2016 < 1
Unemployed Atlanta, GA Aug 2015 - Dec 2015 < 1
Orangetheory Fitness Cumberland Atlanta, GA Jun 2015 - Aug 2015 < 1
Georgia Tech Athletics Atlanta, GA Jun 2013 - Jun 2015 2
Target Corporation Philadelphia, PA Aug 2011 - May 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Deja M. Foster
Phone Number: 617-563-7000
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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