Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. based in New Port Richey, FL. Michael Cox has been in the financial services industry for over 25 years and has a wide range of experience in providing financial advice to individuals and families. Michael Cox holds the Series 7, 9, 10, 31, and 63 licenses and the Series 65 license, as well as the SIE. He is a Certified Financial Planner. Michael Cox is also a partner at Coastal Bay Tax & Consulting and an officer at Coastal Bay Wealth Management. Michael Cox is committed 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (New Port Richey FL)
FL
01/06/2012 - 05/11/2021
WELLS FARGO CLEARING SERVICES, LLC (TRINITY FL)
FL
06/01/2009 - 01/12/2012
MORGAN STANLEY SMITH BARNEY (LUTZ FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LUTZ FL)
FL
05/14/1996 - 04/02/2007
MORGAN STANLEY DW INC. (PORT RICHEY FL)
IA
Issued 06/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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