Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coyne is a financial professional with over 30 years of experience in the financial services industry. David has been registered with Fidelity Brokerage Services LLC since 1993. David has a Series 6, 7, 9, 10, 63, and 66 license. David is also a registered Investment Advisor Representative. David's previous experience includes working with Fidelity Investments Institutional Services Company, Inc. David is a dedicated financial professional who is committed to helping clients achieve their financial goals. David is currently registered with Fidelity Personal and Workplace Advisors and provides financial planning, portfolio management, and educational seminars to individual and institutional clients.
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.
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.
1
2
MA
06/24/1993 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
RI
09/13/1991 - 06/17/1993
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 06/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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