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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Fox is a financial advisor who has been in the industry since February 21, 1993. Paul is currently registered with Harbor Investment Advisory, LLC and has been with the firm since July 28, 2017. Paul was previously registered with Morgan Stanley and Citigroup Global Markets Inc. Paul is a Certified Financial Planner and has a wide range of experience in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Paul is registered in 30 states and the District of Columbia. Paul's firm, Harbor Investment Advisory, LLC, provides a range of advisory services to individuals, businesses, and institutions. The firm has a total of 3169 accounts under management and approximately $5.2 billion in regulatory assets.
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.
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2
MD
07/28/2017 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
06/01/2009 - 07/31/2017
MORGAN STANLEY (LUTHERVILLE MD)
MD
08/06/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
11/30/1992 - 05/13/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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