Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn L. Coeuille is a financial advisor with Edward Jones. John has been working in the financial industry since August 4, 2004. John is registered with the Securities and Exchange Commission (SEC) and has held various registrations with several firms throughout their career, including Prudential Investment Management Services LLC, PFS Investments Inc., PROEQUITIES, INC., USAA FINANCIAL ADVISORS, INC., WADDELL & REED, INC., PENSTAR TRADING, LLC, LINSCO/PRIVATE LEDGER CORP., and UNITED SERVICES PLANNING ASSOCIATION, INC.
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.
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.
See schedule d - miscellaneous
1
2
WA
04/20/2017 - Present
Edward Jones (BELLEVUE WA)
WA
01/03/2017 - 02/10/2017
CUSO FINANCIAL SERVICES, L.P. (BURIEN WA)
NJ
02/19/2015 - 01/09/2017
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TX
01/21/2015 - 02/09/2015
PFS INVESTMENTS INC. (SAN ANTONIO TX)
TX
12/21/2011 - 04/27/2012
PROEQUITIES, INC. (SAN ANTONIO TX)
TX
07/31/2008 - 09/20/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
WA
04/29/2008 - 06/10/2008
WADDELL & REED, INC. (BELLEVUE WA)
FL
02/21/2001 - 11/16/2001
PENSTAR TRADING, LLC (SARASOTA FL)
SC
01/21/1999 - 02/02/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
12/23/1996 - 01/13/1999
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
BOTH
Issued 04/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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