Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jon Cox is a financial advisor registered with Fidelity Personal And Workplace Advisors. Timothy has been in the industry since August 2019 and is licensed in 52 states and the District of Columbia. Timothy also holds licenses in Nevada and Texas as an Investment Advisor Representative. Previously, Timothy Jon Cox was registered with Kingswood Capital Partners, LLC and Edward Jones. Timothy Jon Cox's firm, Fidelity Personal And Workplace Advisors, manages assets for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They provide financial planning, educational seminars, and portfolio management services.
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
UT
11/10/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
10/27/2020 - 04/16/2021
KINGSWOOD CAPITAL PARTNERS, LLC (Newport Beach CA)
CA
05/25/2019 - 10/02/2020
EDWARD JONES (ORANGE CA)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Timothy Cox is the right advisor for you? Invested Better is here to help.
