Unclaimed
Christopher McCoy is a registered representative with State Farm Investment Management Corp. Christopher is also a registered investment advisor. Christopher has been in the industry since September 9, 2018. Christopher has experience with State Farm and MetLife Securities Inc. Christopher has a Series 66, Series 63, Series 65, Series 7, and Series 6TO licenses. Christopher's office is located at 1820 W Northern Ave, Ste. 100 in Phoenix, AZ. Christopher is actively registered in Arizona.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
05/05/2022 - Present
State Farm Investment Management Corp. (Phoenix AZ)
AZ
09/15/2009 - 09/14/2012
METLIFE SECURITIES INC. (TEMPE AZ)
IA
Issued 02/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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