Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger McCoy is a financial advisor with over 40 years of experience in the financial industry. Roger is a registered representative of Raymond James Financial Services Advisors, Inc. and provides financial services to individuals, businesses, and trusts. Roger's expertise includes financial planning, investment management, and retirement planning. Roger holds the Series 7, Series 24, and Series 63 licenses. Roger has been with Raymond James since 1999 and has a branch office in Cameron, Missouri. Roger is committed to providing his clients with personalized financial advice and service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
06/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (CAMERON MO)
MO
03/07/1994 - 09/28/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
02/26/1979 - 03/08/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 08/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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