Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Raymond Fox is a financial advisor with over 29 years of experience in the industry. Scott has been a registered representative with Cambridge Investment Research Advisors, Inc. since October 2024, and previously worked at Wells Fargo Advisors, LLC from February 2007 to September 2014. Scott has a strong background in securities, having passed the Series 7, Series 31 and Series 63 exams as well as the SIE. Scott also holds a Series 65 license and is currently registered in New York and Texas. Scott specializes in working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Scott offers financial planning, portfolio management, and pension consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
01/24/2025 - Present
Cambridge Investment Research Advisors, Inc. (Farmingdale NY)
NY
02/16/2007 - 09/22/2014
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
06/16/1997 - 02/20/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
08/08/1994 - 05/07/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
FL
04/20/1994 - 08/08/1994
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 07/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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