FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.

Serina Foster has more than 20 years of experience in the financial services industry and has been a key member of The Petrie Group for more than 15 years. Serina also worked in New York City at the Headquarters Branch of UBS, where she was a member of the Compliance Policy Review and Client Service Associate Coach leadership groups, as well as leading national training calls and participating in focus groups for policy and technology rollouts. Drawing on her extensive experience, Serina works to find out-of-the-box solutions for complex situations. She also holds Series 7, 63, 65, and 9/10 Securities registrations, as well as the California health/life insurance license.
She lives in Long Beach with her husband, Ed, and their son, Jack. Away from the office, Serina enjoys cooking, entertaining, and traveling – especially to visit her family in Southeast Asia – as well as being a die-hard fan for her son’s baseball team.
CA License #0H09658
PLEASE NOTE: By clicking on this link, you will leave the TSG Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with TSG Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do TSG Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note TSG Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from TSG Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.