Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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