Unclaimed
Emma Sara Coyle is a financial professional with over 16 years of experience in the financial services industry. Emma Sara Coyle is currently registered with Moelis & Co. LLC in California and Illinois and has previously held positions with Rothschild & Co US Inc., UBS Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Emma Sara Coyle holds the Series 7, Series 63, Series 79TO, and SIE licenses.
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.
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.
1
2
CA
06/05/2024 - Present
Moelis & Co. LLC (LOS ANGELES CA)
IL
07/30/2018 - 06/04/2024
ROTHSCHILD & CO US INC. (Chicago IL)
NY
05/06/2015 - 04/20/2018
UBS SECURITIES LLC (NEW YORK NY)
NY
10/21/2010 - 04/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/09/2007 - 06/29/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/03/2006 - 04/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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