Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dannie? Claim Your ProfileDannie Cox is a financial advisor with Cetera Investment Advisers LLC. Dannie has been in the financial services industry since June 2018. Dannie is a registered representative of Cetera Investment Services LLC. Dannie is also a registered investment advisor representative in Louisiana and Texas. Dannie's previous employers include Foresters Financial Services, Inc. and First Command Financial Planning, Inc. Dannie holds a Series 66, Series 7 and SIE. Dannie's areas of specialization include Retirement Planning, College Savings, Estate Planning, Insurance, Investments and Business Planning. Dannie is also a member of the Board of Directors for Valor Gymnastics/Valor Strong Foundation.
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.
1
2
LA
10/17/2019 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
05/15/2019 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (BATON ROUGE LA)
LA
03/23/2018 - 03/04/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (Bossier City LA)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dannie Cox is the right advisor for you? Invested Better is here to help.
