Unclaimed
Nina Macginn Coyne is an investment advisor representative at IC Advisory Services, Inc. with over 28 years of experience in the financial industry. Nina has a wide range of experience, having previously worked at CADARET, GRANT & CO., INC. and AXA ADVISORS, LLC. Nina holds several licenses, including Series 6, 7, 63, and 65. Nina is registered to provide investment advice in the following states: Arizona, California, Connecticut, Florida, Georgia, Illinois, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, and Virginia. Nina specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
1
2
NJ
01/22/2022 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
CA
03/17/2003 - 01/21/2022
CADARET, GRANT & CO., INC. (Pasadena CA)
NY
06/16/1994 - 04/04/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/16/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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