Unclaimed
Edward McCoy is a financial professional with over 20 years of experience in the financial services industry. Edward is currently registered with M&T Securities, Inc. Prior to joining M&T Securities, Inc., Edward was employed by Emerging Growth Equities, LTD. and Susquehanna Financial Group, LLLP. Edward has a strong background in equity trading and holds a variety of licenses and registrations, including Series 7, Series 24, Series 55, and Series 63. Edward is dedicated to providing his clients with personalized financial advice and investment solutions.
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
PA
01/27/2014 - Present
M&T Securities, Inc. (Radnor PA)
PA
06/11/2010 - 02/01/2014
EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)
PA
06/29/2007 - 02/08/2010
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
02/15/2001 - 09/18/2009
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2011
Series 4 - Registered Options Principal Examination
BC
Issued 04/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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