Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammie? Claim Your ProfileTammie McCoy is a financial advisor with LPL Financial LLC. Tammie has over 10 years of experience in the financial services industry. Tammie is licensed to provide financial advice in 52 states and is also registered with the Securities and Exchange Commission. Tammie’s previous experience includes working with CUNA Brokerage Services, Inc., Oppenheimer & Co. Inc., and Lincoln Investment. Tammie also holds the Series 66, Series 7 and SIE licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
07/01/2022 - Present
LPL Financial LLC (Wichita KS)
KS
07/23/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Wichita KS)
TX
11/02/2017 - 03/14/2018
OPPENHEIMER & CO. INC. (FORT WORTH TX)
TX
03/21/2017 - 05/25/2017
LPL FINANCIAL LLC (FORT WORTH TX)
TX
10/12/2016 - 11/30/2016
LINCOLN INVESTMENT (IRVING TX)
NY
09/16/2015 - 07/13/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
KS
02/15/2012 - 08/19/2015
FIDELITY BROKERAGE SERVICES LLC (WICHITA KS)
CO
01/14/2011 - 11/28/2011
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
KS
07/18/2008 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
KS
07/03/2006 - 01/30/2007
UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)
KS
09/19/2005 - 07/03/2006
INTRUST BROKERAGE INC. (WICHITA KS)
MN
02/25/2005 - 08/29/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/25/2005 - 08/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
11/12/2003 - 08/27/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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