Jerry E. Mccoy
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jerry Earl Mccoy, who also goes by Jerry E Mccoy, was a registered financial professional .
Jerry is a previously registered financial professional and started their career in finance in 1973. Jerry had worked at 8 firms and has passed the Series 63, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 22, 1993 - January 24, 2019
MONEY STRATEGIES INC
September 25, 1991 - August 11, 2005
OSAIC FS, INC.
March 8, 1991 - July 5, 1991
SECURITIES SERVICE NETWORK, LLC
August 7, 1990 - November 19, 1990
F.J. GARBER & CO.
November 19, 1989 - August 8, 1990
OSAIC WEALTH, INC.
January 19, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
September 4, 1986 - January 29, 1987
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
February 18, 1986 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
January 23, 1973 - December 27, 1984
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 1/17/1973
Registered Representative ExaminationCurrent Firm
MONEY STRATEGIES INC
CRD#: 106363 / SEC#: 801-41282
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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