Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Cox is a financial advisor with over 30 years of experience in the industry. Ira currently works at Amundi Asset Management US, Inc. in Boston. Ira has previously worked for a number of other financial institutions, including Morgan Stanley Distribution, Inc., Allianz Global Investors Distributors LLC, and Nicholas-Applegate Securities. Ira specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ira is also an expert in the selection of other advisors and can help you find the right financial professionals for your needs.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/04/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
NY
08/26/2014 - 12/19/2015
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
01/15/2002 - 08/21/2014
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
CA
07/29/1997 - 01/25/2002
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
NA
11/28/1989 - 06/27/1997
ALEX. BROWN & SONS INCORPORATED
NA
10/17/1989 - 11/15/1989
ATLANTIC DISCOUNT BROKERAGE SERVICES CORPORATION
NA
09/20/1988 - 07/17/1989
THE CHAPMAN CO.
NA
08/18/1988 - 09/01/1988
T. ROWE PRICE INVESTMENT SERVICES, INC.
IA
Issued 08/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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