Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Scott McCoy is a Registered Representative and Investment Adviser Representative who has been in the industry since July 2024. He is registered with Cetera Investment Advisers LLC and is located in Morgantown, WV. His professional experience includes working with Cetera Investment Services LLC and First United Bank & Trust. Gregory Scott McCoy has passed the Series 7TO, SIE, and Series 66 exams.
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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WV
08/05/2024 - Present
Cetera Investment Advisers LLC (MORGANTOWN WV)
BOTH
Issued 7/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/2/2024
Series 7TO - General Securities Representative Examination
BC
Issued 4/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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