Unclaimed
Debra Ann Cox is a financial professional with over 30 years of experience in the securities industry. Debra is registered with PFS Investments Inc. in Vermont as a Registered Representative and Investment Advisor Representative. Debra has a strong background in various financial products and services, including investment company products, variable contracts, and securities. Debra is also a licensed insurance agent in Vermont and holds licenses to sell insurance products in several other states. Debra's experience and licenses allow her to provide comprehensive financial advice to individuals and families in Vermont and across the country.
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.
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.
A percentage of the total value of assets under management is charged.
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VT
06/03/2014 - Present
PFS Investments Inc. (SPRINGFIELD VT)
IA
Issued 03/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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