Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wray Cox is an active registered representative and investment advisor representative in the state of Florida. Michael is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry for over 1 year. Michael is registered to offer securities in 53 states and 2 territories. Michael is also licensed as an investment advisor in the states of Florida and Texas. Michael has passed the Series 7TO, Series 66 and SIE exams. Michael has experience working with individual clients and clients from corporations or other businesses, investment companies, insurance companies, banking or thrift institutions, charitable organizations, state or municipal government entities and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
08/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
BOTH
Issued 08/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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