Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Coffey is a financial advisor currently registered with Key Investment Services LLC in Brooklyn, OH. Michael William Coffey has been in the financial services industry since February 22, 1995. Prior to joining Key Investment Services LLC, Michael William Coffey worked at Citizens Securities, Inc. in Blue Bell, PA, LPL Financial LLC in Bensalem, PA, PNC Investments in Philadelphia, PA, Banc of America Investment Services, Inc. in Boston, MA, Quick & Reilly, Inc. in New York, NY, Wachovia Securities, Inc. in St. Louis, MO, First Union Brokerage Services, Inc. in Charlotte, NC, Prudential Securities Incorporated in New York, NY, E. D. & F. Man International Inc. in New York, NY, and Hurricane Trading Inc. in Philadelphia, PA.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/26/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
PA
07/08/2020 - 05/01/2023
CITIZENS SECURITIES, INC. (BLUE BELL PA)
PA
05/31/2013 - 06/18/2020
LPL FINANCIAL LLC (BENSALEM PA)
PA
06/08/2005 - 06/03/2013
PNC INVESTMENTS (PHILADELPHIA PA)
MA
10/20/2004 - 05/03/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/27/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
10/01/2000 - 01/24/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
12/10/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/10/1997 - 12/07/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/14/1996 - 12/13/1996
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
PA
09/06/1994 - 08/21/1996
HURRICANE TRADING INC. (PHILADELPHIA PA)
BC
Issued 03/13/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Coffey is the right advisor for you? Invested Better is here to help.
