Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McCoy is a financial advisor at Fidelity Personal and Workplace Advisors. Christopher has been in the financial services industry since 2009 and has experience working at UBS Financial Services Inc., Hefren-Tillotson, Inc., and LPL Financial LLC. Christopher holds the Series 7, Series 55, and Series 66 licenses and is a Certified Financial Planner. Christopher's firm specializes in portfolio management for individuals and businesses, financial planning, 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.
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.
1
2
PA
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (CRANBERRY TOWNSHIP PA)
PA
08/31/2017 - 05/05/2020
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
PA
04/28/2014 - 08/28/2017
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
02/21/2014 - 04/17/2014
LPL FINANCIAL LLC (SEWICKLEY PA)
NY
07/20/2005 - 01/04/2010
TRILLIUM TRADING LLC (NEW YORK NY)
BOTH
Issued 07/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2005
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Christopher McCoy is the right advisor for you? Invested Better is here to help.
