Unclaimed Profile

Darcie Jean Coy

WESTERN INTERNATIONAL SECURITIES, INC.·PASADENA, California

SIE, Series 7, Series 27WESTERN INTERNATIONAL SECURITIES, INC.

70 S. LAKE AVE, SUITE 700, PASADENA, CA 91101-9540CRD# 1865365Firm CRD# 39262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Darcie Jean Coy · PASADENA, CA

Registration

CRD #1865365 · WESTERN INTERNATIONAL SECURITIES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Disclosure History

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Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WESTERN INTERNATIONAL SECURITIES, INC.

CRD 39262 · SEC 801-68953

AUM

$3.7B

Regulatory assets under management

Employees

461

12,197 client accounts

Services offered by WESTERN INTERNATIONAL SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WESTERN INTERNATIONAL SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Darcie Jean Coy offer?

Darcie Jean Coy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.

What are Darcie Jean Coy's credentials?

Darcie Jean Coy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Darcie Jean Coy located?

Darcie Jean Coy is based in PASADENA, California, working with WESTERN INTERNATIONAL SECURITIES, INC.. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Darcie Jean Coy charge for services?

Darcie Jean Coy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTERN INTERNATIONAL SECURITIES, INC.?

WESTERN INTERNATIONAL SECURITIES, INC. has approximately 461 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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