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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matheson Fox III is a financial advisor with Morgan Stanley and has been in the industry since 1988. Robert Matheson Fox III is registered with the state of Montana and has a Series 63, 65 and 7 license. He is also registered in Ohio, Texas and with FINRA. Robert Matheson Fox III has previously worked with Citigroup Global Markets Inc., McDonald Investments Inc. and Dean Witter Reynolds Inc. He is licensed to provide asset allocation advice, financial planning, pension consulting, and educational seminars. He also provides portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
02/11/2014 - Present
Morgan Stanley (Perrysburg OH)
OH
12/01/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
OH
01/05/2001 - 12/08/2006
MCDONALD INVESTMENTS INC. (PERRYSBURG OH)
NY
10/04/1993 - 01/18/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
09/20/1988 - 10/14/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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