Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyx? Claim Your ProfileAlyx M. Cox is a financial advisor with over 13 years of experience in the financial services industry. Alyx is a Certified Financial Planner™ professional, and holds FINRA Series 7, 24, 51, and 63 securities licenses, as well as an Enrolled Agent certification from the IRS. Alyx is currently registered with Osaic Wealth, Inc. and Kaizerman & Associates, LLC in Massachusetts. Alyx provides financial planning and investment advisory services to individuals and families. Alyx specializes in retirement planning, college savings, and estate planning. Alyx is committed to providing her clients with personalized financial advice and guidance.
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
MA
09/06/2024 - Present
Osaic Wealth, Inc. (NATICK MA)
IL
06/01/2017 - 06/29/2018
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
01/05/2016 - 05/11/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
MO
06/20/2012 - 05/19/2015
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MA
05/11/2011 - 05/01/2012
NGAM DISTRIBUTION, L.P. (BOSTON MA)
TX
08/17/2010 - 04/26/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 09/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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