Unclaimed
John V. Coyle is an investment advisor representative with Park Avenue Securities LLC. John has been in the financial services industry for over 30 years. John is licensed in Massachusetts and New Hampshire. John has expertise in financial planning and portfolio management for individuals. John has worked with various firms throughout their career, including Guardian Investor Services LLC and Pioneer Funds Distributor, 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.
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.
1
2
MA
06/07/2024 - Present
Park Avenue Securities LLC (NEEDHAM MA)
NY
03/31/2015 - 01/27/2023
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/02/1998 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
12/19/1992 - 04/15/1997
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
01/11/1991 - 10/29/1992
PUTNAM FINANCIAL SERVICES, INC. (BOSTON MA)
BOTH
Issued 06/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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