Unclaimed
Troy McCoy is a financial advisor registered with State Farm Investment Management Corp. Troy has been in the industry since September 19, 2005 and is currently registered in Oregon and Washington. Troy specializes in investment company products/variable contracts and has a Series 6, Series 63, Series 65, and SIE licenses. Troy is also a City Council Member in Battle Ground, WA.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
WA
10/05/2018 - Present
State Farm Investment Management Corp. (Battle Ground WA)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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