Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie Cox is an Investment Adviser Representative at Ritholtz Wealth Management. Callie has been in the industry for over 5 years and has a series 65 and 66. Callie also has a background in finance and media. Callie's focus is on providing financial advice to individuals and families, as well as small businesses. Callie also publishes content about investing and money through her media business, Callie Cox Media, LLC.
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.
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.
Good advice; liftoff - automated advisory services
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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NC
02/01/2025 - Present
Ritholtz Wealth Management (Charlotte NC)
Active
Inactive
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