Unclaimed
Aimee Elizabeth Fox is a registered representative with Raymond James & Associates, Inc. Aimee has been in the securities industry since September 24, 2011. Aimee is licensed to provide financial services in 34 states, and provides both brokerage and investment advisory services. Aimee previously worked at Deutsche Bank Securities Inc. and Janney Montgomery Scott LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
09/06/2016 - Present
Raymond James & Associates, Inc. (PHILADELPHIA PA)
PA
05/02/2016 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
PA
05/22/2013 - 05/03/2016
JANNEY MONTGOMERY SCOTT LLC (MEDIA PA)
NE
11/08/1995 - 04/15/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
07/11/1995 - 09/28/1995
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 11/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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