Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McCoy is an investment advisor representative with Avantax Planning Partners, Inc. based in Ankeny, Iowa. Robert has been in the financial services industry since 1998 and is registered with the state of Iowa. Robert has passed the Series 63, Series 7 and SIE exams. His firm has a focus on financial planning, pension consulting, and portfolio management for both businesses and individuals.
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.
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.
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
IA
01/01/1999 - Present
Avantax Planning Partners, Inc. (Ankeny IA)
IA
11/03/2009 - 09/30/2020
PROEQUITIES, INC. (MASON CITY IA)
BC
Issued 11/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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