Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Howard Fox is a financial advisor at Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. Steven has been in the financial industry since 1991 and has a wide range of experience in portfolio management and financial planning. Steven is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses. Steven is also registered as an Investment Advisor Representative in multiple states including Connecticut, Florida, New Jersey, and Texas. Steven is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Fee plus commission
1
2
NJ
03/12/2021 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NJ
06/01/2012 - 03/31/2021
MORGAN STANLEY (PARAMUS NJ)
NY
04/01/2005 - 05/24/2012
WELLS FARGO ADVISORS, LLC (NEW CITY NY)
NY
11/05/1999 - 04/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/01/1993 - 11/23/1999
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
06/01/1992 - 03/03/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
10/24/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
IA
Issued 04/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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