Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannine? Claim Your ProfileJeannine Fox is a financial professional with over 30 years of experience in the financial services industry. Jeannine has worked with Cambridge Investment Research Advisors, Inc. since 2015 and previously worked with NEXT FINANCIAL GROUP, INC., SII INVESTMENTS, INC., FFP SECURITIES, INC., 1ST GLOBAL CAPITAL CORP., SUNAMERICA SECURITIES, INC., SOUTHMARK FINANCIAL SERVICES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., MERCER DIVERSIFIED SECURITIES, INC., and LOWRY FINANCIAL SERVICES CORPORATION. Jeannine is a Certified Financial Planner® professional. Jeannine's primary focus is serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/10/2015 - Present
Cambridge Investment Research Advisors, Inc. (Corpus Christi TX)
TX
04/20/2009 - 08/11/2015
NEXT FINANCIAL GROUP, INC. (MAGNOLIA TX)
TX
08/09/2001 - 04/22/2009
SII INVESTMENTS, INC. (HOUSTON TX)
MO
07/09/1996 - 08/10/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
TX
09/21/1992 - 07/09/1996
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
AZ
06/18/1989 - 09/17/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/04/1986 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/04/1984 - 03/19/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
08/18/1983 - 05/24/1984
MERCER DIVERSIFIED SECURITIES, INC.
NA
01/25/1982 - 09/14/1983
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 03/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/05/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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