Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fox has been a registered investment advisor for over 30 years. Thomas has held positions at several prominent financial institutions, including Lehman Brothers Inc., E. F. Hutton & Company Inc., and Dain Bosworth Incorporated. Thomas is currently affiliated with Next Financial Group, Inc. and Waterstreet Asset Management LLC. Thomas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Thomas also has a strong background in providing educational seminars and workshops to clients.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
MN
03/27/2019 - Present
Next Financial Group, Inc. (EDEN PRAIRIE MN)
NA
01/21/1991 - 04/30/1992
DAIN BOSWORTH INCORPORATED
NA
04/11/1988 - 02/04/1991
LEHMAN BROTHERS INC.
NA
01/23/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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