Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri McCoy is a financial advisor with over 17 years of experience in the industry. Keri is currently registered with First Trust Portfolios LP, and holds licenses including Series 6, 7 and 63. Keri is dedicated to providing sound financial advice and building long-term relationships with clients.
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.
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IL
03/30/2005 - Present
First Trust Portfolios LP (WHEATON IL)
BC
Issued 05/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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