Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nathan Fox is a financial advisor with Prospera Financial Services, Inc., working in the Dallas, TX area since June 2018. Brian has been in the financial services industry since August 1999. Brian holds several licenses and registrations, including Series 7, Series 63, Series 66, and Series 99TO. Brian's previous experience includes working with Morgan Stanley Smith Barney.
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.
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.
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.
Percentage of assets under review
1
2
TX
06/29/2018 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
06/01/2009 - 07/02/2018
MORGAN STANLEY (ARLINGTON TX)
TX
02/20/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ARLINGTON TX)
TX
04/27/2007 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON TX)
TX
08/13/1999 - 05/01/2007
EDWARD JONES (ARLINGTON TX)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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