Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Cox is a financial advisor with Commonwealth Financial Network. Michael has been in the industry since December 2007, providing financial services to individuals, corporations, and institutions. Michael is registered with the state of Maryland and has been actively serving clients in Arizona, California, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Michigan, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia and Washington. Michael holds the Series 66, Series 7 and SIE securities licenses. Michael's previous experience includes roles with Comprehensive Asset Management and Servicing, Inc. and LPL Financial Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/10/2014 - Present
Commonwealth Financial Network (WALTHAM MA)
MD
10/01/2010 - 03/11/2014
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (DUNKIRK MD)
MD
12/14/2007 - 01/14/2010
LPL FINANCIAL CORPORATION (DUNKIRK MD)
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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