Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McCoy is a financial professional with over 14 years of experience in the industry. James is currently registered with Burch & Company, Inc. and holds the Series 62, 63, 79TO, and SIE licenses. James is registered in Texas and Florida. James has been registered in Texas since 2008 and in Florida since 2019. James is a licensed securities representative, offering investment banking and other investment related 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.
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
MO
06/12/2008 - Present
Burch & Company, Inc. (KANSAS CITY MO)
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure James McCoy is the right advisor for you? Invested Better is here to help.
