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 a financial advisor with Sowell Management based in NORTH LITTLE ROCK, AR. Matthew has been in the industry since 2004 and has experience with a variety of financial products and services. Matthew is licensed to provide financial advice in Tennessee. Matthew is also associated with Sowell Financial Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AR
10/03/2016 - Present
Sowell Management (NORTH LITTLE ROCK AR)
TN
05/29/2009 - 09/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHATTANOOGA TN)
TN
11/12/2004 - 06/01/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
MN
11/12/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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