Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Holland Cox is a financial advisor in Chicago, IL who has been in the industry since 1998. Robert is currently registered with Bankers Life Advisory Services, Inc. and is also a 1099 agent for Bankers Life and Casualty Company. Robert has a Series 7, Series 63, Series 65, and SIE license and has experience working with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Robert offers a range of financial services, including financial planning, investment consulting, and educational seminars. Robert is committed to providing personalized advice and guidance to help his clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
08/06/2024 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
VA
02/26/1997 - 10/03/2022
AMERIPRISE FINANCIAL SERVICES, LLC (LAKE RIDGE VA)
MN
02/26/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
08/09/1996 - 11/25/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 03/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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