Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kacean McCoy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Jersey City, NJ. Joshua has been in the industry since 2012, and has been registered with the state of New Jersey since 2015. In addition to being registered in New Jersey, Joshua is also registered in Texas, California, Connecticut, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island and Virginia. Joshua holds licenses for Series 7, Series 55 and Series 66. In addition to his role with Merrill Lynch, Pierce, Fenner & Smith Inc., Joshua is also a part-time employee for Uber Technologies Inc. and the United Postal SVC.
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
NJ
07/26/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JERSEY CITY NJ)
NJ
10/24/2013 - 11/30/2015
MORGAN STANLEY (LITTLE FALLS NJ)
NY
02/14/2000 - 06/14/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2000
Series 55 - Limited Representative-Equity Trader Exam
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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