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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Kennealy Fox is a financial advisor with Morgan Stanley. Erin has been in the financial industry since 2009 and has worked for INVEST FINANCIAL CORPORATION, WACHOVIA SECURITIES, LLC, and Morgan Stanley. Erin is licensed in several states and holds a Series 7, 31, 24, and 66 licenses. Erin's specializations include investment strategies, financial planning, and portfolio management. Erin is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
VA
08/05/2015 - Present
Morgan Stanley (Mclean VA)
VA
12/07/2010 - 11/21/2014
INVEST FINANCIAL CORPORATION (WINCHESTER VA)
VA
02/16/2007 - 03/11/2009
WACHOVIA SECURITIES, LLC (GLEN ALLEN VA)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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