Robert Cox
Retail Financial Services, Specialist at Charles Schwab
📍 United States
Robert Cox is a Licensed Broker at Charles Schwab with a background in retail financial services from his time at both Schwab and TD Ameritrade. He holds a Bachelor of Science from Missouri State University.
He holds both Series 9 and 10 licenses, which qualify him as a General Securities Sales Supervisor for brokerage firms.
Read the full overview →Experience
2 Years
Current Role
Retail Financial Services, Specialist
Job Level
Junior
Location
United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Robert cares about
Retail Brokerage
His career includes roles as a Financial Services Representative and Specialist at major brokerage firms like TD Ameritrade and Charles Schwab.
Securities Supervision
He is qualified with Series 9 and 10 licenses, which are specifically for supervising sales activities within a brokerage firm.
Career
Work history
9-2023
Retail Financial Services, Specialist
Charles Schwab
11-2023
Financial Services Representative
TD Ameritrade
In the press
Media appearances
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Education
8-2000 - 12-2004
Bachelor of Science - BS
Missouri State University
Social presence
Other Charles Schwab Employees
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