Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John Coyne is a financial advisor with Raymond James Financial Services Advisors, Inc. Patrick has been in the securities industry since 2001. Patrick has Series 7 and Series 63 licenses, and holds the Series 65 license. Patrick is registered in Alabama, Arizona, California, Florida, Georgia, Louisiana, Maryland, New Hampshire, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Patrick is also a Registered Investment Advisor. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and other institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/17/2014 - Present
Raymond James Financial Services Advisors, Inc. (MERRITT ISLAND FL)
CA
08/09/2001 - 05/10/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 09/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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