Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cox is a financial advisor with Osaic Wealth, Inc. Matthew has over 25 years of experience in the financial services industry. Matthew is registered with the state of Kentucky and has been actively involved in providing financial advice and insurance services to clients in the Brodhead area. Matthew is a principal with multiple securities registrations and has expertise in various financial planning aspects, including portfolio management, insurance, and retirement planning. Matthew's previous experience includes working with Sagepoint Financial, Inc. and Next Financial Group, Inc.
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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2
KY
09/01/2023 - Present
Osaic Wealth, Inc. (BRODHEAD KY)
KY
08/31/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRODHEAD KY)
KY
01/20/2006 - 09/04/2018
NEXT FINANCIAL GROUP, INC. (BRODHEAD KY)
KS
03/27/1997 - 01/19/2006
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
09/18/1995 - 10/12/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BOTH
Issued 06/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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