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 registered investment advisor representative with Cetera Investment Advisers LLC. Charles has been working in the financial services industry for over 35 years. Charles is licensed to sell insurance products and has a strong understanding of both the insurance and investment markets. Charles holds the Series 6, Series 63 and Series 65 licenses and has experience providing financial planning services to individuals, businesses and charitable organizations. Cetera Investment Advisers LLC provides investment advisory services to high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, investment companies, state or municipal government entities, charitable organizations and banking or thrift institutions.
EAST LIVERPOOL, OH
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (EAST LIVERPOOL OH)
OH
06/24/1987 - 05/06/2015
METLIFE SECURITIES INC. (EAST LIVERPOOL OH)
NY
06/24/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 7/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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