Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Cox is a registered representative and investment advisor representative. Jennifer is affiliated with Osaic Wealth, Inc. Jennifer has been in the securities industry since 2005 and has worked for several firms. Jennifer holds several licenses and certifications, including Series 66, Series 63, Series 54, Series 53, Series 24, Series 26, Series 52TO, Series 6TO, Series 62, Series 99TO, Series 50, and Series 7. Jennifer specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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AZ
09/03/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
11/18/2021 - 09/22/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AL
05/20/2015 - 11/10/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
AL
01/13/2014 - 07/30/2014
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
04/24/2012 - 06/26/2013
PROEQUITIES, INC. (BIRMINGHAM AL)
CO
03/08/2011 - 01/03/2012
GENEOS WEALTH MANAGEMENT, INC. (CENTENNIAL CO)
CO
06/01/2010 - 03/04/2011
CG BROKERAGE L.L.C. (GREENWOOD VILLAGE CO)
CO
08/12/2008 - 05/26/2010
CAPWEST SECURITIES, INC. (LAKEWOOD CO)
CO
08/04/2006 - 06/27/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (DENVER CO)
CO
01/24/2006 - 08/04/2006
NATIONAL PLANNING CORPORATION (DENVER CO)
TN
08/10/2005 - 02/14/2006
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
FL
03/22/2002 - 08/10/2005
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
PA
05/15/2001 - 03/26/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
02/13/2001 - 05/18/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 08/20/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/03/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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