Unclaimed
Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI. Joshua has been in the financial services industry since November 19, 2002. Joshua is registered with the state of Michigan to provide securities and investment advisory services. Joshua is also registered with the states of Virginia and Arizona to provide securities services.
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.
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
MI
02/04/2019 - Present
Founders Financial Securities LLC (Caledonia MI)
MI
09/15/2017 - 02/05/2019
SECURITIES AMERICA, INC. (Grand Rapids MI)
MI
01/03/2012 - 09/18/2017
SIGMA FINANCIAL CORPORATION (GRAND RAPIDS MI)
MI
11/10/2005 - 12/31/2011
NEXT FINANCIAL GROUP, INC. (WYOMING MI)
MO
11/18/2004 - 07/14/2005
EDWARD JONES (ST. LOUIS MO)
CA
10/06/2003 - 09/29/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
GA
07/08/2002 - 10/20/2003
PFS INVESTMENTS INC. (DULUTH GA)
GA
11/14/2001 - 12/17/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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