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Todd McCoy

Fidelity Brokerage Services LLC

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About Todd McCoy

Todd McCoy is a financial professional with over 18 years of experience in the industry. Todd has worked for several well-known firms, including Fidelity Brokerage Services LLC, Wells Fargo Funds Distributor, LLC, and Santander Securities LLC. Todd's current role is with Fidelity Brokerage Services LLC. Todd is a registered representative with FINRA and holds the Series 7, Series 9, Series 10, Series 24 and Series 63 licenses.

Firm Information

Todd McCoy is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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Todd McCoy’s Registration & Firm History

NH

08/14/2023 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

MA

12/14/2017 - 03/08/2019

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

MO

11/30/2016 - 06/07/2017

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

MA

05/21/2014 - 11/03/2016

SANTANDER SECURITIES LLC (DORCHESTER MA)

MA

01/17/2007 - 09/12/2012

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

MA

06/18/2004 - 01/17/2007

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 06/25/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/07/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/07/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Todd McCoy.
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