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 registered in Florida, Kentucky, North Carolina, Ohio, Pennsylvania and West Virginia. Charles has been in the financial industry since 1987 and is currently registered with Cetera Investment Advisers LLC. Charles is also registered as an investment advisor representative in Ohio. Charles' previous employers include MetLife Securities Inc., Metropolitan Life Insurance Company and Securities Brokerage Services, Inc. He is licensed to sell insurance products and provides financial advice to individuals, businesses, corporations, charitable organizations and pension and profit sharing plans. Charles offers investment management, financial planning, pension consulting and educational seminars.
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 (STEUBENVILLE 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 07/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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