Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCoy is a financial advisor with Wallachbeth Capital LLC, a firm based in Jersey City, NJ. Michael has been in the financial industry since June 8, 2003, and holds licenses for securities trading and investment advising. Michael has worked with a variety of firms including FM Brokerage, L.L.C., Thornton Prior LLC, and F.D. Roberts Securities, Inc. Michael holds licenses for both investment advising and securities trading.
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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2
NJ
12/12/2008 - Present
Wallachbeth Capital LLC (JERSEY CITY NJ)
NY
08/24/2004 - 12/22/2008
FM BROKERAGE, L.L.C. (NEW YORK NY)
CT
09/26/2003 - 06/18/2004
THORNTON PRIOR LLC (GREENWICH CT)
NA
08/25/1988 - 02/15/1989
F.D. ROBERTS SECURITIES, INC.
BC
Issued 03/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 3 - National Commodity Futures Examination
BC
Issued 01/13/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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