Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Earl Cox is a registered representative of Ameriprise Financial Services, LLC in Troy, MI. David has been in the securities industry since February 7, 1995, and is licensed to provide investment advice in a number of states. David holds the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Prior to joining Ameriprise, David was employed by IDS Life Insurance Company in Minneapolis, MN. David specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans. Clients of David may have $10,000 or more in assets under management with Ameriprise.
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.
Asset allocation 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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MI
09/01/2024 - Present
Ameriprise Financial Services, LLC (TROY MI)
MN
02/08/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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