Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coty? Claim Your ProfileCoty Channing Backmon is a financial advisor registered with Equitable Advisors, LLC. Coty has been in the financial services industry since 2013. They are licensed to sell securities in 50 states and the District of Columbia. Coty has worked for several firms in the past, including Pruco Securities, LLC, PNC Investments, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Coty holds a Series 7, Series 63, and Series 66 license. They offer financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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.
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VA
03/27/2024 - Present
Equitable Advisors, LLC (FALLS CHURCH VA)
VA
04/16/2018 - 09/23/2019
PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)
VA
07/28/2016 - 09/23/2016
PRUCO SECURITIES, LLC. (VIENNA VA)
VA
10/27/2014 - 08/06/2015
PNC INVESTMENTS (FREDERICKSBURG VA)
VA
12/04/2012 - 09/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
VA
03/16/2012 - 11/19/2012
NATIONWIDE SECURITIES, LLC (FREDERICKSBURG VA)
VA
06/06/2011 - 11/02/2011
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
VA
07/24/2009 - 12/21/2010
WADDELL & REED, INC. (VIENNA VA)
MD
05/21/2008 - 07/20/2009
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
VA
01/10/2008 - 04/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
BOTH
Issued 12/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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