Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon David McCoy is a Registered Investment Advisor representative at Foundations Investment Advisors LLC. McCoy has been in the securities industry for 10 years and is registered in Kansas and Missouri. McCoy is a Series 65 license holder and specializes in financial planning, educational seminars, and selection of other advisors. He is also a self-employed insurance agent. The firm has a total of 187 licensed agents and 187 investment adviser representatives, and the firm is registered with the SEC and has regulatory assets under management of over $6 billion.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
03/20/2017 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 04/15/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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