Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Errol? Claim Your ProfileErrol McCoy has been in the financial services industry since 2000. Errol McCoy is currently registered with Vanguard Advisers, Inc. in Arizona, North Carolina, and Texas. Prior to this, Errol McCoy was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., H&R Block Financial Advisors, Inc., and Waddell & Reed, Inc. Errol McCoy has a Series 7, Series 6, and Series 66. Errol McCoy is a financial professional who is able to provide financial planning services and portfolio management for individuals, businesses, and pooled investment vehicles. Errol McCoy is also able to select other advisers.
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.
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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2
NC
10/17/2016 - Present
Vanguard Advisers, Inc. (Charlotte NC)
AZ
10/30/2014 - 10/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
02/06/2004 - 10/22/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
MI
02/18/2003 - 03/09/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
12/18/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
KS
02/22/1994 - 07/06/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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