Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Foxen is an Investment Advisor Representative at Cornerstone Advisory, a firm located in Hunt Valley, Maryland. James has been in the financial services industry for over 20 years, and has worked at several other firms, including Kestra Investment Services, LLC, Brighthouse Securities, LLC, MetLife Investors Distribution Company, AIG Capital Services, Inc., and New England Securities. James specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
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MD
11/16/2023 - Present
Cornerstone Advisory (HUNT VALLEY MD)
MD
12/22/2017 - 01/22/2019
KESTRA INVESTMENT SERVICES, LLC (TOWSON MD)
NC
03/06/2017 - 08/14/2017
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NY
04/12/2016 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NJ
12/02/2013 - 04/04/2016
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
05/02/2006 - 12/04/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CT
06/25/1999 - 05/02/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NY
03/14/1994 - 10/25/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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