Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allen Cox is a financial advisor with over 20 years of experience in the industry. James is currently registered with Park Avenue Securities LLC and has a strong track record of providing financial guidance to a wide range of clients, including individuals, families, and businesses. He specializes in financial planning, portfolio management, and retirement planning. James holds multiple professional licenses and certifications, including Series 6, 7, 63, and 66. James is committed to providing personalized financial advice that helps his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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
PA
04/05/2019 - Present
Park Avenue Securities LLC (KING OF PRUSSIA PA)
PA
01/31/2008 - 01/20/2012
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
02/22/2006 - 02/01/2008
FINANCIAL WEST GROUP (LANSDALE PA)
PA
03/22/2005 - 01/23/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANSDALE PA)
TX
08/12/1999 - 03/13/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 06/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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