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 professional with over 10 years of experience in the industry. Charles is currently registered with Campbell Lutyens & Co. Inc. Previously, Charles worked at Solomon Partners Securities, LLC and RBC Capital Markets, LLC. Charles has a wide range of experience in the financial industry, and is dedicated to providing his clients with the highest level of service.
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.
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.
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2
NY
06/06/2023 - Present
Campbell Lutyens & Co. Inc. (NEW YORK NY)
NY
01/31/2017 - 05/15/2023
SOLOMON PARTNERS SECURITIES, LLC (NEW YORK NY)
NY
07/11/2013 - 10/06/2016
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NC
06/19/2012 - 09/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BC
Issued 09/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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