Unclaimed
Jo Denmarsh Foglesong is a financial professional with over 30 years of experience in the industry. Currently, Jo is registered with Brighthouse Securities, LLC and is active in the state of Iowa. Jo has passed a variety of exams, including the Series 63, Series 6TO, SIE, and Series 7. In the past, Jo has been affiliated with several firms, including The Leaders Group, Inc., Pruco Securities, LLC., Prudential Annuities Distributors, Inc, Lincoln Financial Distributors, Inc., Nationwide Investment Services Corporation, Nationwide Securities, Inc., Nationwide Advisory Services, Inc., Royal Alliance Associates, Inc., and Integrated Resources Equity Corporation.
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.
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.
1
2
NC
02/11/2021 - Present
Brighthouse Securities, LLC (CHARLOTTE NC)
CO
01/08/2020 - 02/22/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
NE
02/22/2018 - 10/25/2019
PRUCO SECURITIES, LLC. (OMAHA NE)
CT
01/27/2017 - 03/13/2018
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
07/30/2007 - 11/09/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
PA
12/04/2006 - 07/26/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
OH
12/13/2002 - 10/17/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
10/23/2002 - 12/05/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
03/12/1997 - 10/01/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NA
12/03/1991 - 02/12/1997
NATIONWIDE ADVISORY SERVICES, INC.
AZ
11/19/1989 - 04/24/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/19/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 03/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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