Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Christian Cox is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Boston, MA. Matthew has been in the financial services industry since July 1994. Matthew holds Series 31, Series 6, Series 7, and Series 63 licenses. He is a registered representative of Merrill Lynch in Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, and Washington. He is also an investment advisor representative for Merrill Lynch in Texas and Vermont. Matthew has been with Merrill Lynch since 1995.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
10/21/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
NJ
07/14/1994 - 01/12/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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