Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Nicholas Coyne is a financial advisor registered with Edelman Financial Engines. Andrew is currently registered in Maryland and Texas and has been in the industry since 1996. Prior to working at Edelman Financial Engines, Andrew worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Charles Schwab & Co., Inc. Andrew has experience providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Andrew is dedicated to helping clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
06/09/2022 - Present
Edelman Financial Engines (ANNAPOLIS MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ELLICOTT CITY MD)
MD
05/11/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ELLICOTT CITY MD)
MD
02/12/1998 - 05/12/2015
CHARLES SCHWAB & CO., INC. (ANNAPOLIS MD)
NY
11/26/1996 - 02/04/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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