Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Jaymes Coyle is an investment advisor representative with Osaic Wealth, Inc. Connor has been in the industry since 2016 and holds licenses in New York and Texas. Connor has experience in financial planning, portfolio management, and insurance sales.
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.
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NY
06/14/2024 - Present
Osaic Wealth, Inc. (PEARL RIVER NY)
NY
01/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PEARL RIVER NY)
NY
06/07/2016 - 01/03/2020
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 06/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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