Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Brandon McCoy

Mutual OF America Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Brandon McCoy

Steven Brandon McCoy is a financial professional with over 15 years of experience in the industry. He is currently registered with Mutual of America Securities LLC and holds Series 6, Series 63, and SIE licenses. Steven has a diverse background, having previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., and Mutual of America Life Insurance Company. His experience spans a range of financial services, including investment company products and variable contracts.

Firm Information

Steven McCoy is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven McCoy’s Registration & Firm History

FL

11/19/2014 - Present

Mutual OF America Securities LLC (Boca Raton FL)

TX

11/19/2014 - 11/17/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (HOUSTON TX)

TX

10/01/2012 - 11/12/2014

J.P. MORGAN SECURITIES LLC (SUGAR LAND TX)

MI

10/29/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (BENTON HARBOR MI)

Not sure if Steven Brandon McCoy is right for you?

Licenses & Designations

BC

Issued 11/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Brandon McCoy.
Not sure if Steven Brandon McCoy is right for you?