Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Cox is a financial advisor at Osaic Wealth, Inc. with over 27 years of experience in the financial services industry. George is registered as a broker and investment advisor in Kentucky and Texas and holds Series 6, 7, 63, and 65 licenses. George focuses on providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. George also provides pension consulting and educational seminars. In addition to working with Osaic Wealth, Inc., George also works with Lincoln Financial Securities 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.
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
KY
01/24/2025 - Present
Osaic Wealth, Inc. (LEXINGTON KY)
KY
03/05/2003 - 05/13/2010
NYLIFE SECURITIES LLC (LEXINGTON KY)
MA
04/23/1996 - 02/14/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/23/1996 - 02/14/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure George Cox is the right advisor for you? Invested Better is here to help.
