Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd McCoy is a financial professional with over 5 years of experience in the industry. Todd is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity Brokerage Services LLC, Todd was registered with Jackson National Life Distributors LLC, Ameritas Investment Company, LLC, OneAmerica Securities, Inc., and Securian Financial Services, Inc. Todd holds Series 7, Series 63, Series 66, 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.
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
03/29/2023 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
MI
04/06/2022 - 03/07/2023
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (LANSING MI)
MI
01/11/2019 - 12/23/2020
AMERITAS INVESTMENT COMPANY, LLC (HOLT MI)
MI
08/07/2018 - 11/12/2018
ONEAMERICA SECURITIES, INC. (Holt MI)
MI
01/12/2017 - 07/23/2018
SECURIAN FINANCIAL SERVICES, INC. (Lansing MI)
BC
Issued 04/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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