Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Fox is a financial advisor with Avantax Advisory Services. Matthew has been in the industry since November 2, 2007, and holds Series 7 and Series 63 securities licenses, as well as Series 65 investment advisor license. Matthew has previous experience with Cetera Advisor Networks, LPL Financial, and Ameriprise Financial Services. Matthew provides a range of services including financial planning, pension consulting, and portfolio management. Matthew has a strong background in providing financial advice and helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
02/01/2024 - Present
Avantax Advisory Services (Johnstown PA)
PA
10/09/2019 - 01/07/2022
CETERA ADVISOR NETWORKS LLC (JOHNSTOWN PA)
PA
02/14/2017 - 10/30/2019
LPL FINANCIAL LLC (JOHNSTOWN PA)
PA
02/11/2014 - 02/14/2017
CETERA INVESTMENT SERVICES LLC (JOHNSTOWN PA)
PA
09/29/2011 - 02/12/2014
LPL FINANCIAL LLC (JOHNSTOWN PA)
PA
10/26/2010 - 09/27/2011
CCO INVESTMENT SERVICES CORP. (PITTSBURGH PA)
PA
06/01/2010 - 10/08/2010
ESSEX NATIONAL SECURITIES, INC. (JOHNSTOWN PA)
PA
02/04/2009 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (JENNERSTOWN PA)
PA
01/09/2008 - 01/14/2009
NATCITY INVESTMENTS, INC. (LATROBE PA)
PA
05/18/2006 - 08/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PITTSBURGH PA)
IA
Issued 02/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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