Unclaimed
Christopher Gore Cox is a financial advisor with over 9 years of experience in the financial services industry. Christopher has a strong background in banking and investments, having worked at First State Bank of Colorado and Bank of Colorado before joining Raymond James Financial Services, Inc. in 2017. Christopher is a registered representative and investment advisor representative in Colorado and Texas. Christopher holds the Series 7, Series 66, and SIE licenses. Christopher is dedicated to providing personalized financial advice and investment solutions to meet the needs of his clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
04/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Montrose CO)
BOTH
Issued 06/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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