Faith Renee Arter

Current Employers

Employment History

• 07/1981 → Present
  Arter Financial Strategies
  Boston, MA
• 12/2003 → 01/2025
  Lincoln Financial Advisors Corp
  Boston, MA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Boston, MA

Previous Registrations

• 2003-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Boston, MA
  Boston, MA
• 2002-04-18 → 2004-01-02
  Veravest Investment Advisors, Inc.
  Boston, MA

Other Businesses

1) SELF 175 Federal St, Ste 1050, Boston MA 02110 Category: Insurance | Investment Related: Yes Title: Sole Proprietor Duties: Sell/broker life, health, LTC, disability, fixed & indexed annuities. Start: 1/1/1981 | Hrs/Mo: 5-10 | Trading Hrs: 5-10 2) FAITH ARTER 175 Federal St, Ste 1050, Boston MA 02110 Category: Insurance | Investment Related: Yes Title: Agent Duties: Fixed life settlement services. Start: 6/1/2019 | Hrs/Mo: 1 | Trading Hrs: 0 3) FAITH ARTER/EXCALIBUR WEALTH ADVISORY LLC Boston MA 02110 Category: LLC | Investment Related: No Title: Co-Owner Duties: Co-member of entity used for operating and expense management. Start: 9/1/2005 | Hrs/Mo: 1 | Trading Hrs: 1 4) FAITH R. ARTER Boston MA 02110 Position: Insurance Broker | Investment Related: No Duties: Sell/broker individual life, disability, LTC, fixed & indexed annuities through Crump. Start: 1/1/1981 | Hrs/Mo: 5 | Trading Hrs: 5 5) FAITH ARTER 175 Federal St, Ste 1050, Boston MA 02110 Category: Insurance | Investment Related: Yes Title: Agent Duties: Fixed life settlement services. Start: 6/1/2019 | Hrs/Mo: 1 | Trading Hrs: 0 6) FAITH R. ARTER (SOLE PROPRIETOR) Boston MA 02110 Position: Insurance Broker with Life Settlement Authority Duties: Quote, review, and settle life insurance settlements. Start: 7/1/1981 | Hrs/Mo: 2 | Trading Hrs: 2 7) MILLENNIUM PLACE RESIDENTIAL ASSOCIATION 2 Avery St #22D, Boston MA 02111 Position: Prospective Board Member | Investment Related: No Duties: HOA governance, property operations, budget, and community oversight. Not currently serving but intends to run in next election. Start: 6/1/2005 | Hrs/Mo: 1 | Trading Hrs: 1 8) FAITH R. ARTER DBA ARTER FINANCIAL STRATEGIES Boston MA 02110 Position: Sole Proprietor | Investment Related: No Duties: Evaluate, quote, broker, and implement group life, disability, LTC, medical plans for employers. Start: 1/1/1981 | Hrs/Mo: 10 | Trading Hrs: 10 9) FAITH R. ARTER DBA ARTER FINANCIAL STRATEGIES Boston MA 02110 Position: Sole Proprietor | Investment Related: No Duties: Sell and service individual/group life, health, disability, LTC, fixed and indexed annuities through directly contracted carriers. Start: 1/1/1981 | Hrs/Mo: 5 | Trading Hrs: 5 10) FAITH ARTER, BOARD MEMBER Boston MA 02111 Position: Board Member, Officer, President Organization: MA 9/11 Fund, Inc. Duties: Governance, oversight, annual 9/11 commemorations, memorial maintenance, and educational initiatives. Start: 1/1/2002 | Hrs/Mo: 10 | Trading Hrs: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-27

Designations