Unclaimed
Michael Allen Fox is a registered representative with Chelsea Financial Services, where he has been since November 2021. He has been in the financial industry since 2013 and has held previous positions at Woodbury Financial Services, Inc., Questar Capital Corporation, Concorde Investment Services, LLC, Summit Brokerage Services, Inc., and Lincoln Financial Securities Corporation. Michael is licensed to sell securities in Florida and New Jersey. He holds the Series 63, Series 7, and Series 65 licenses and has passed the SIE Exam.
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
NY
11/16/2021 - Present
Chelsea Financial Services (STATEN ISLAND NY)
NJ
03/01/2019 - 05/28/2020
WOODBURY FINANCIAL SERVICES, INC. (CHERRY HILL NJ)
NJ
06/02/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHERRY HILL NJ)
NJ
07/06/2015 - 06/03/2016
CONCORDE INVESTMENT SERVICES, LLC (Marlton NJ)
NJ
10/21/2014 - 07/06/2015
SUMMIT BROKERAGE SERVICES, INC. (Marlton NJ)
NJ
08/13/2013 - 11/06/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (MARLTON NJ)
NY
02/19/1997 - 08/27/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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