Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McCoy is an investment professional with over 20 years of experience in the financial services industry. Susan has been with Money Concepts Capital Corp. since April 2005. Susan is licensed to provide investment advice and securities services in several states. Susan holds a Series 7 and 63 licenses, along with a Series 65 license which allows her to provide investment advice. Prior to joining Money Concepts Capital Corp., Susan worked at LINSCO/PRIVATE LEDGER CORP. in Fort Mill, South Carolina, CUNA BROKERAGE SERVICES, INC. in Waverly, Iowa, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York, New York, and EDWARD JONES in St. Louis, Missouri. Susan has specialized in providing investment advice to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
WA
05/18/2005 - Present
Money Concepts Capital Corp. (SILVERDALE WA)
SC
01/14/2004 - 01/22/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
11/06/2002 - 10/23/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
11/20/2000 - 05/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
01/08/1998 - 11/16/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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