Stacy M Foster

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  Trumbull County Educational Service Center
  Niles, OH

Other Businesses

1. TRUMBULL COUNTY ESC POSITION: Assistant Treasurer NATURE: Assistant Treasurer for Trumbull County Educational Service Center. We service all Trumbull County schools and I prepare invoices and balance the checking accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 148 SECURITIES TRADING HOURS: 148 START DATE: 10/01/2000 ADDRESS: 6000 Youngstown Warren Rd, Niles OH 44446, United States DESCRIPTION: Assistant Treasurer for Trumbull County Educational Service Center. We service all Trumbull County schools and I prepare invoices and balance the checking accounts 2. HANNON & ASSOCIATES FINANCIAL SERVICES, LLC POSITION: Registered Assistant NATURE: After the passing of Thomas J. Hannon, who was the sole proprietor of Hannon & Associates Financial Services, Lori Costantino became the OSJ and registered Hannon & Associates as an LLC. She allows me to use the business name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 10 START DATE: 06/11/2025 ADDRESS: 47 Westchester Dr., Youngstown OH 44515-3902, United States DESCRIPTION: Became a registered assistant after passing the Series 7. Do administrative duties a few days a week after workday ends at full-time job. Provide administrative assistance to Tom, Patricia Proud, Lori Costantino and Joe Pisano. Print e-mails and documents for Tom to review, label file client folders, keep prospectus' up to date.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-24
• S63 Uniform Securities Agent State Law Examination
  2018-02-17

Other Names

• Stacy Michelle Hannon
• Stacy Foster