Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Marshall Cox is a financial advisor with Raymond James & Associates, Inc. Donald has been working in the financial industry since August 19, 1980. Donald is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 8, 9, 10, 15, 63, and 65 licenses. Donald is also registered with the state of Florida and Michigan. Donald specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Donald has a long history of working with a wide range of clients, including individuals, families, businesses, and institutions. Donald is committed to providing his clients with the highest level of personalized service and expertise. Prior to joining Raymond James, Donald worked at J.J.B. HILLIARD, W.L. LYONS, INC. and FIRST OF MICHIGAN CORPORATION.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
10/12/2010 - Present
Raymond James & Associates, Inc. (WYANDOTTE MI)
KY
11/12/1997 - 11/03/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MI
08/20/1980 - 11/17/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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