Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josef? Claim Your ProfileJosef McCoy is a financial professional with over 15 years of experience in the financial services industry. Josef is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in Washington and Texas. Josef has a wide range of experience working with individuals, families, and businesses. Josef has a diverse background working with clients of all types including high net worth individuals, corporations, and pension plans. Josef is committed to providing personalized financial advice and helping 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
02/23/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TACOMA WA)
WA
12/11/2020 - 01/04/2022
KEY INVESTMENT SERVICES LLC (Olympia WA)
WA
12/09/2019 - 09/18/2020
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
10/15/2007 - 12/02/2019
FARMERS FINANCIAL SOLUTIONS, LLC (LACEY WA)
IA
Issued 06/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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