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Amy Fernicola Cox

Maryland Financial Group, Inc.

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About Amy Fernicola Cox

Amy Fernicola Cox is a financial advisor who has been in the industry since 1999. She is currently registered with Maryland Financial Group, Inc. and has been with the firm since November 2006. Amy Cox is a licensed financial advisor who has provided investment advice to individuals, corporations, and other businesses. She specializes in financial planning and portfolio management. She is also registered with the Securities Industry and Financial Markets Association (FINRA) and the Securities and Exchange Commission (SEC). Amy Cox is also a registered investment advisor in several states including California, Florida, Maryland, Pennsylvania, South Carolina, and Virginia.

Firm Information

Amy Cox is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Cox’s Registration & Firm History

MD

04/06/2010 - Present

Maryland Financial Group, Inc. (ROCKVILLE MD)

MD

04/14/2004 - 04/02/2014

FSC SECURITIES CORPORATION (ROCKVILLE MD)

CO

01/01/2004 - 05/10/2004

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

GA

05/02/2003 - 01/01/2004

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NY

11/18/1999 - 04/22/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 06/12/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/23/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Fernicola Cox.
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