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 over 25 years of experience in the industry. Michael has a strong background in providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Michael is registered with Raymond James Financial Services Advisors, Inc. and is a Certified Financial Planner. Michael is committed to providing personalized financial guidance and investment strategies that are tailored to meet each client's unique needs and 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 6/3/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 5/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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