Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane McCoy is a financial advisor with Edward Jones. Shane has been a financial advisor for more than 5 years and holds a Series 7, Series 66, and SIE licenses. Shane specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, and retirement plans. Shane McCoy's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shane McCoy is registered to provide investment advisory services in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maine, Massachusetts, Michigan, Montana, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.
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.
See schedule d - miscellaneous
1
2
CA
10/30/2019 - Present
Edward Jones (WILDOMAR CA)
CA
02/26/2019 - 06/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
BOTH
Issued 04/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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