Unclaimed
Jayne D McCoy is a financial advisor in Brazil, Indiana. Jayne has been a financial advisor for over 18 years, working with various firms such as Legend Equities Corporation, LPL Financial Corporation, and Mutual Service Corporation. Jayne currently is registered with Avantax Investment Services, Inc., a firm based in Brazil, Indiana. Jayne has passed the Series 63, SIE and Series 6 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.
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
IN
07/16/2015 - Present
Avantax Investment Services, Inc. (Brazil IN)
IN
10/21/2009 - 07/10/2015
LEGEND EQUITIES CORPORATION (BRAZIL IN)
IN
09/08/2009 - 10/30/2009
LPL FINANCIAL CORPORATION (BRAZIL IN)
IN
03/02/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (BRAZIL IN)
BC
Issued 01/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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