Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coty? Claim Your ProfileCoty Brawdy is an investment advisor representative with Manning & Napier Advisors, LLC. Coty has been in the securities industry since 2017. Coty has a Series 7, Series 66, and a Series SIE license and is registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Coty specializes in working with individuals, high-net-worth individuals, corporations, businesses, investment companies, pooled investment vehicles, charitable organizations, pension and profit-sharing plans, and unions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Mna may negotiate the fee for customized portfolios and services
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2
NY
03/04/2024 - Present
Manning & Napier Advisors, LLC (Fairport NY)
NY
06/21/2022 - 02/24/2023
GOLDMAN SACHS & CO. LLC (BUFFALO NY)
NY
08/18/2017 - 10/14/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
BOTH
Issued 10/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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