Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Coyle is a financial advisor with over 29 years of experience in the industry. John currently works at Momentum Independent Network Inc., a firm that provides advisory services to individuals, families, and businesses. John is registered with both the BrokerCheck and Investment Advisor Public Disclosure systems. John holds both Series 7 and 63 licenses. John is also registered as an investment advisor in 14 states.
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.
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.
12b-1 fees
1
2
TX
03/05/2024 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
08/11/2017 - 03/27/2024
HILLTOP SECURITIES INC. (DALLAS TX)
TX
04/11/2011 - 08/15/2017
OPPENHEIMER & CO. INC. (DALLAS TX)
TX
05/09/2003 - 05/06/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NJ
12/19/1997 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/09/1994 - 01/06/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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