Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Coyne is a financial advisor with over 20 years of experience in the industry. Patrick has been with Raymond James Financial Services Advisors, Inc. since 2004, providing financial advice to individuals, businesses, and institutions. Patrick also has experience with Quest Capital Strategies, Inc. Patrick specializes in providing financial planning, portfolio management, and retirement planning services. Patrick is also a licensed insurance agent and holds Series 63, 65, and 7 securities licenses, as well as the SIE.
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 9/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/8/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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