Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Cox is a financial advisor with Edward Jones, a firm with over 20,000 registered representatives. Roger has been in the financial services industry for over 20 years and holds the Series 7, 63, 66, and 24 licenses. Roger is a Certified Financial Planner and specializes in financial planning for individuals, businesses, and retirement planning. Roger also provides portfolio management services for individual and business clients. Roger is licensed in 13 states and offers services to clients nationwide. Roger is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. In addition to his work as a financial advisor, Roger is also the president of Orange Cardinal Concepts, Inc., a company that operates Supercuts salons. Roger is committed to helping his clients achieve their financial goals, and he is passionate about providing them with the highest level of service.
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.
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.
See schedule d - miscellaneous
1
2
KY
07/14/2020 - Present
Edward Jones (LOUISVILLE KY)
FL
01/06/2004 - 05/19/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
KY
03/26/1999 - 07/11/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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