Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Theo Fox is a financial advisor with over 25 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. Thomas has a strong background in providing financial planning, investment management, and retirement planning services. His experience spans multiple firms, including Signator Investors, Inc., Transamerica Financial Advisors, Inc, and American Express Financial Advisors Inc. Thomas is a Certified Financial Planner™ and holds various licenses, including Series 6, 7, 63, and 65. He is also a member of the Fortunaire Foundation board and president of FFK, LLC DBA Strellner Financial Group.
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.
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2
IA
06/12/2023 - Present
Osaic Wealth, Inc. (CEDAR RAPIDS IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CEDAR RAPIDS IA)
IA
01/13/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
MN
04/02/1999 - 12/10/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/02/1999 - 12/10/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
08/07/1998 - 03/01/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 04/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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