Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Allen Cox is a financial advisor with over 25 years of experience in the financial services industry. Ethan is currently registered with Stonex Advisors Inc. and has also held registrations with Cambridge Investment Research, Inc. and Eneric Financial Services, Inc. Ethan holds a Series 6, Series 63, and SIE license and is registered to provide investment advice in Florida, Kentucky, North Carolina, Ohio, and South Carolina. Ethan is dedicated to providing comprehensive financial advice to individuals and businesses. Ethan specializes in financial planning, portfolio management, and retirement planning.
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.
Financial consulting 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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2
AL
03/31/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
07/12/2001 - 04/16/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
IA
05/08/1997 - 07/12/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
BC
Issued 02/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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