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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 an Investment Advisor Representative with RMR Wealth Builders, Inc. Christopher has been working in the financial services industry since 2000. Christopher has a Series 7, 63, and 65 license and holds active registrations in New Jersey and Connecticut. Christopher's experience includes working with Calton & Associates, Inc., Financial Network Investment Corporation, and First Republic Group, LLC. Christopher's specializations include financial planning, pension consulting, educational seminars, and selection of other advisors. Christopher is also a consultant for Gerson Lehrman Group and an independent contractor for Medicare Health Insurance.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
01/24/2019 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
08/31/2012 - 12/20/2022
CALTON & ASSOCIATES, INC. (Montclair NJ)
NJ
04/25/2007 - 09/05/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (TEANECK NJ)
NY
01/24/2000 - 05/29/2007
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 12/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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