Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Coyne is a registered representative with Stifel, Nicolaus & Company, Inc. John has been in the industry since February 5, 2015 and is registered with the state of Massachusetts. John has passed the Series 63, SIE and Series 79 exams. John previously worked at BB&T Securities, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/06/2020 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
02/04/2015 - 01/03/2020
BB&T SECURITIES, LLC (BOSTON MA)
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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