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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Clayton Cox is a financial advisor with over 20 years of experience in the financial services industry. Kevin has been with Morgan Stanley since June 2009. Prior to that, Kevin worked for a variety of firms, including J.P. Morgan Securities Inc. and SunTrust Securities, Inc. Kevin is registered with FINRA and is licensed to sell securities in 36 states. Kevin has a strong background in financial planning and portfolio management. Kevin is dedicated to providing his clients with personalized financial advice and helping them 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
FL
08/25/2021 - Present
Morgan Stanley (Venice FL)
FL
12/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VENICE FL)
FL
07/01/2006 - 04/03/2007
J.P. MORGAN SECURITIES INC. (NAPLES FL)
FL
03/22/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (NAPLES FL)
GA
04/02/2003 - 02/25/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
TX
10/26/1995 - 12/31/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
FL
06/15/1992 - 12/06/1993
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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