Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McCoy is a registered representative of Spire Wealth Management, LLC in McLean, Virginia. Jeffrey has been in the securities industry since 1992 and has extensive experience in financial planning, retirement and estate planning, and divorce planning. Jeffrey has a strong background in securities and investment advisory services and has earned licenses in both the Broker-Dealer and Investment Advisor fields. Jeffrey has previously worked for Charles Schwab & Co., Inc., Legg Mason Wood Walker, Incorporated, and T. Rowe Price Investment Services, Inc. Jeffrey is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
1
2
VA
01/12/2012 - Present
Spire Wealth Management, LLC (MCLEAN VA)
MD
11/20/1995 - 11/15/2011
CHARLES SCHWAB & CO., INC. (BETHESDA MD)
MD
10/10/1994 - 07/19/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
10/16/1991 - 10/13/1994
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey McCoy is the right advisor for you? Invested Better is here to help.
