Unclaimed
Coby Van Harper has been in the financial services industry since December 2015. Coby currently is registered with Lion Street Financial, LLC and is located in Sevierville, TN. Coby has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Coby was previously registered with M HOLDINGS SECURITIES, INC. in Knoxville, TN.
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.
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.
1
2
TN
07/19/2018 - Present
Lion Street Financial, LLC (Sevierville TN)
TN
12/03/2015 - 07/11/2018
M HOLDINGS SECURITIES, INC. (KNOXVILLE TN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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