Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fox? Claim Your ProfileFox Purlee is an investment advisor representative with Cetera Investment Advisers LLC, working out of the Salem, IN office. Fox has been in the financial services industry since 2000. Fox has been registered with Cetera Investment Advisers LLC since 2023. Fox has also been previously registered with Pension Planners Securities, Inc., OneAmerica Securities, Inc., and Woodbury Financial Services, Inc..
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
01/03/2024 - Present
Cetera Investment Advisers LLC (SALEM IN)
IN
06/23/2004 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SALEM IN)
IN
08/26/2003 - 07/01/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MN
05/26/2000 - 08/15/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 9/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/6/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/31/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 9/15/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 5/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Fox Purlee is the right advisor for you? Invested Better is here to help.
