Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Taylor Cox is a financial advisor with over 6 years of experience in the financial services industry. Robert currently works at Fidelity Personal And Workplace Advisors and holds licenses in Colorado and Texas. Previously, Robert worked at Vanguard Marketing Corporation, CRI Securities, LLC and Securian Financial Services, Inc. Robert holds Series 63, Series 66, Series 7TO and Series 7 licenses. Robert is also a Certified Financial Planner.
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.
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.
1
2
CO
08/28/2024 - Present
Fidelity Personal AND Workplace Advisors (DENVER CO)
AZ
03/12/2021 - 08/07/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
12/14/2017 - 09/04/2018
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
12/14/2017 - 09/04/2018
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
BC
Issued 04/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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