Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sloane? Claim Your ProfileSloane Fox is a financial advisor at Raymond James Financial Services Advisors, Inc. Sloane has been in the industry since 1998 and has experience with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sloane has a Series 7, Series 31, Series 63, and Series 65 licenses and holds the Certified Financial Planner designation. Sloane's clients include high-net-worth individuals, corporations, and businesses. Sloane offers a variety of financial services, including 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/28/2024 - Present
Raymond James Financial Services Advisors, Inc. (Tampa FL)
FL
05/25/2007 - 04/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
03/07/2001 - 06/11/2007
CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)
NY
02/09/1999 - 02/28/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/07/1998 - 01/13/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/07/1998 - 01/13/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/25/1997 - 01/27/1998
CIBC OPPENHEIMER (NEW YORK NY)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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