Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Charles Cox is a financial advisor with over 8 years of experience in the financial industry. Ryan is currently registered with UBS Financial Services Inc. as a Registered Representative and Investment Advisor Representative. Ryan has a strong track record of success in providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Ryan holds a Series 7, Series 66, and SIE license, as well as registrations in 28 states and District of Columbia. Ryan has a comprehensive understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals. Prior to joining UBS Financial Services, Ryan was employed by CAPTRUST Financial Advisors in Raleigh, North Carolina.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
12/21/2022 - Present
UBS Financial Services Inc. (ATLANTA GA)
NC
06/03/2014 - 03/13/2017
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
BOTH
Issued 08/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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