Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alannah? Claim Your ProfileAlannah Cox is an investment advisor representative with First Trust Advisors LP. She is registered with FINRA and the state of Illinois. Alannah has been in the industry since 2013 and has experience in both the brokerage and investment advisory fields. Prior to joining First Trust Advisors LP, Alannah worked at UBS Financial Services Inc. Alannah has a Series 7 and Series 66 license. She is also a registered Investment Advisor Representative in the state of Illinois.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
12/01/2015 - Present
First Trust Advisors LP (WHEATON IL)
FL
06/10/2013 - 12/01/2015
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
BOTH
Issued 10/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alannah Cox is the right advisor for you? Invested Better is here to help.
