Unclaimed
Abigail H Fox has been a registered representative in the financial industry since 1998. Abigail is currently registered with Morgan Stanley and has been with the firm since 2012. Abigail has experience in the financial industry, having worked previously at CITIGROUP GLOBAL MARKETS INC.. Abigail is licensed in 49 states and holds numerous securities licenses including Series 63, 66, 7, 8, 9, 10 and the SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/08/2020 - Present
Morgan Stanley (Boca Raton FL)
FL
09/12/2007 - 06/18/2012
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
11/13/1998 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
BOTH
Issued 04/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Abigail Fox is the right advisor for you? Invested Better is here to help.