Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wayne Cox is a financial advisor registered with Osaic Wealth, Inc. Michael has over 10 years of experience in the financial services industry and holds several licenses and designations including Series 7, 24, 52, 53, 63, and 66. Michael focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Michael previously worked for Securities America, Inc. and Ameritas Investment Corp.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
03/29/2018 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
02/08/2016 - 03/29/2018
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
05/06/2014 - 07/06/2015
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 01/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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