Unclaimed
Veronica Fox is an Investment Advisor Representative with Solidarity Wealth, LLC. Veronica has been in the industry for over seven years and has held previous roles at M.S. Howells & Co. and Wells Fargo Clearing Services, LLC. Veronica holds the Series 66, SIE and Series 7 licenses. Veronica provides financial planning and portfolio management for individuals and businesses.
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.
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
UT
01/27/2022 - Present
Solidarity Wealth, LLC (LEHI UT)
UT
01/03/2022 - 01/03/2023
M. S. HOWELLS & CO. (LEHI UT)
UT
04/03/2018 - 10/29/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 06/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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