Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Elizabeth McCoy is a financial advisor who has been working in the industry since 1995. Margaret is currently registered with Fidelity Brokerage Services LLC. Margaret has a strong background in the industry having previously worked with several firms, including Fidelity Investments Institutional Services Company, Inc., Systematized Benefits Administrators, Inc., Aetna Investment Services, Inc., and Aetna Life Insurance and Annuity Company. Margaret is licensed to sell securities in the United States and has successfully passed several securities industry examinations.
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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RI
03/01/2012 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/18/1997 - 11/01/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CT
09/07/1994 - 02/28/1997
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
10/15/1993 - 02/10/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/27/1989 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2012
Series 99 - Operations Professional Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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