Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McCoy is an investment advisor representative with over 15 years of experience in the financial services industry. Matthew is currently registered with LPL Financial LLC and has a Series 7, Series 6, Series 63 and Series 65 license. Matthew is also a Certified Financial Planner and holds a variety of other designations. In addition to his work with LPL Financial LLC, Matthew is also a 50% owner of Principles of Financial Planning, Owner/Instructor of The Real McCoy Instruction Services, LLC, and Sole Proprietor of Pilot Financial and Gene Pleasants Agency. Matthew provides financial advice to a variety of clients, including individuals, families, businesses, and institutions.
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.
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.
Consulting and other non-discretionary advisory services
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.
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NC
05/28/2024 - Present
LPL Financial LLC (GREENSBORO NC)
NC
09/21/2009 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
IA
Issued 11/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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