Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McCoy is a financial advisor currently registered with Truist Advisory Services, Inc. with a branch office in Norfolk, VA. Charles has been in the financial services industry since 2007. Prior to joining Truist Advisory Services, Inc., Charles worked at BB&T SECURITIES, LLC, and BB&T INVESTMENT SERVICES, INC. Charles specializes in providing financial planning, portfolio management, and financial profiling services to a variety of clients including high net worth individuals, businesses, and corporations. Charles holds several licenses and registrations including the Series 6, Series 7, and Series 66.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
VA
03/02/2021 - Present
Truist Advisory Services, Inc. (NORFOLK VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/12/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
06/15/2007 - 11/13/2012
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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