Unclaimed
Matthew Foxx is a financial advisor with over 20 years of experience in the industry. Matthew currently works at Mischler Financial Group, Inc., in Chicago. Matthew has held previous roles at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Matthew has a strong understanding of the financial markets and is committed to providing clients with personalized advice and guidance.
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
IL
12/20/2012 - Present
Mischler Financial Group, Inc. (CHICAGO IL)
IL
09/09/2011 - 10/31/2012
MORGAN STANLEY (CHICAGO IL)
IL
08/09/2001 - 09/12/2011
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
01/17/2000 - 08/15/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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