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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 Patrick Coffey is a financial advisor with over 25 years of experience in the financial services industry. John has a wide range of experience in providing financial advice to individuals, families, and institutions. John is currently registered with Morgan Stanley, where John specializes in investment management, financial planning, and retirement planning. Prior to joining Morgan Stanley, John held positions at LPS CAPITAL LLC and UBS SECURITIES LLC. John is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NJ
03/15/2022 - Present
Morgan Stanley (Morristown NJ)
NY
01/15/2021 - 05/26/2021
LPS CAPITAL LLC (NEW YORK NY)
NY
11/22/2000 - 02/14/2018
UBS SECURITIES LLC (NEW YORK NY)
NJ
11/27/1992 - 01/19/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 07/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/24/1992
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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