Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Canaan Cox is an active Registered Representative and Investment Adviser Representative, licensed to provide financial services in California. Courtney has been in the financial services industry since June 26, 2001. Courtney is currently employed by Raymond James Financial Services Advisors, Inc. based in Chico, California. Courtney has worked in the Redding, California office for Raymond James Financial Services Advisors, Inc. as well. Prior to joining Raymond James Financial Services Advisors, Inc., Courtney was employed at ESSEX NATIONAL SECURITIES, LLC in Redding, California. Courtney currently holds Series 66, SIE and Series 7 licenses.
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
CA
10/30/2014 - Present
Raymond James Financial Services Advisors, Inc. (CHICO CA)
CA
06/27/2001 - 10/27/2014
ESSEX NATIONAL SECURITIES, LLC (REDDING CA)
BOTH
Issued 02/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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