Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Franklin Cox is a financial advisor with over 25 years of experience in the industry. Robert Cox is currently registered with Osaic Wealth, Inc. in Virginia, Georgia, and North Carolina. Robert Cox is also registered as an Investment Advisor Representative in Georgia, North Carolina, and Virginia. Prior to Osaic Wealth, Inc., Robert Cox was with Wells Fargo Advisors, LLC, Signator Investors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert Cox has a Series 63, Series 65, and Series 7. Robert Cox specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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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VA
11/02/2018 - Present
Osaic Wealth, Inc. (ROANOKE VA)
VA
07/15/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROANOKE VA)
VA
01/13/2009 - 07/19/2016
WELLS FARGO ADVISORS, LLC (ROANOKE VA)
VA
06/11/1996 - 01/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROANOKE VA)
IA
Issued 07/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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