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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Coyne is a financial advisor with over 12 years of experience in the industry. She is currently registered with Morgan Stanley and holds licenses in multiple states. Barbara has previously worked at UBS Financial Services Inc. and Morgan Stanley Smith Barney LLC. Her experience includes providing a range of investment advisory services, including portfolio management, financial planning, and asset allocation advice. Barbara is committed to helping her clients achieve 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
09/03/2021 - Present
Morgan Stanley (Morristown NJ)
NJ
04/04/2012 - 09/24/2021
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
06/01/2009 - 05/04/2012
MORGAN STANLEY SMITH BARNEY (FLORHAM PARK NJ)
NJ
05/12/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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