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Employee Details

C Cox 2014

Charles Cox, CFP®
Assistant Vice President, Financial Advisor
(585) 394-4260 x41033
charles.cox@ceterais.com

C Cox 2014
Charles Cox, CFP®
Assistant Vice President, Financial Advisor
(585) 394-4260 x41033
charles.cox@ceterais.com

About

Charles Cox joined Canandaigua National Bank & Trust in 2010 and has over 8 years of experience in the financial services industry. Prior to his current role, Charles served CNB in various retail banking capacities, most recently as the Assistant Branch Manager of our Greece Latta & Long Pond bank office. Charles is a resident of Fairport.

Communities Served

Serving Brighton, Greece Latta & Long Pond, Mendon, and Pittsford Bank Offices.

Education

University at Albany, Bachelor of Arts in Economics
CERTIFIED FINANCIAL PLANNER™ certificant

Professional

FINRA Series 7 & 66 registration
New York State Life, Accident & Health Insurance licensed


FINRA BrokerCheck
 Check the background of our investment professionals or the firm.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.  Advisory services are offered through Cetera Investment Advisers LLC. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

This site is published for residents of the United States only.  Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdiction in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every advisor listed.  For additional information, please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site.

View Cetera Investment Services privacy policy, business continuity plan, and other important information.

For a comprehensive review of your personal situation, always consult with a legal or tax advisor.

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