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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn F. Coyle is a financial advisor with Morgan Stanley. John has been working in the securities industry since December 1993. John holds licenses in Series 63, Series 65, Series 7 and Series 31. John is registered in 43 states and two territories for securities and in New York and Texas for investment advisory services. John is currently located at the Garden City branch of Morgan Stanley. Prior to working at Morgan Stanley, John worked for CITIGROUP GLOBAL MARKETS INC. John is also on the board of the Whalers Cove Yacht Club in Cold Spring Harbor, New York, and has a technology business in Lloyd Harbor, New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/14/2020 - Present
Morgan Stanley (Garden City NY)
NY
12/21/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
IA
Issued 06/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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