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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Cox is an active investment advisor representative with Ameriprise Financial Services, LLC. John Robert Cox has been in the industry since August 2004. John Robert Cox is registered with the state of Maryland as both a broker-dealer and an investment advisor. John Robert Cox has a Series 66 license and has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. John Robert Cox's prior employment history includes Ameriprise Financial Services, Inc. in Greenbelt, MD and Ameriprise Financial Services, LLC in Columbia, MD. In addition to his investment advisory role, John Robert Cox also engages in other business activities such as freelance writing and artwork. John Robert Cox specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation 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
MD
03/06/2024 - Present
Ameriprise Financial Services, LLC (Columbia MD)
MD
06/07/2004 - 12/11/2023
AMERIPRISE FINANCIAL SERVICES, LLC (GREENBELT MD)
MN
06/07/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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