Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy David Fox is an investment advisor representative, registered in the state of Michigan. Fox has been in the securities industry since 1992 and currently works for Osaic Wealth, Inc. Fox has a broad range of experience in the financial industry, having worked for a number of firms including Securities America, Inc., First Allied Securities, Inc., and Invest Financial Corporation. Fox's primary focus is providing financial advice and investment management services to individuals, families, and businesses. Fox is committed to helping clients 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.
A percentage of the total value of assets under management is charged.
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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (Muskegon MI)
MI
05/17/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Muskegon MI)
MI
03/14/2014 - 05/18/2016
FIRST ALLIED SECURITIES, INC. (MUSKEGON MI)
MI
11/25/2003 - 03/14/2014
INVEST FINANCIAL CORPORATION (MUSKEGON MI)
MA
03/01/2001 - 11/25/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
04/21/1992 - 03/01/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/21/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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