Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Cox is an active Registered Representative and Investment Adviser Representative for Fifth Third Securities, Inc. William Henry Cox has over 20 years of experience in the financial services industry. William Henry Cox is registered with the Securities and Exchange Commission and with the states of Alabama, Arkansas, California, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, Missouri, Ohio, Oklahoma, Pennsylvania, Texas, and West Virginia. William Henry Cox is also a Series 63, Series 65, Series 7, and SIE licensed professional. William Henry Cox previously worked for INVESTMENT PROFESSIONALS, INC., INVEST FINANCIAL CORPORATION, and SALOMON SMITH BARNEY INC. William Henry Cox specializes in providing financial planning, portfolio management, and selection of other advisers.
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.
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.
Sponsor wrap fee program
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.
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2
IN
05/06/2015 - Present
Fifth Third Securities, Inc. (ROCKVILLE IN)
IN
10/10/2008 - 05/18/2015
INVESTMENT PROFESSIONALS, INC. (TERRE HAUTE IN)
IN
01/21/1999 - 10/09/2008
INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)
NY
01/27/1998 - 01/27/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/7/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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