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Rodney George Coyan

Personal Investment Management Inc.

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About Rodney George Coyan

Rodney Coyan is an Investment Advisor Representative with Personal Investment Management Inc., registered in Washington. Rodney has been in the industry since 1991 and specializes in providing investment consulting services, financial planning, and portfolio management for individuals. Before joining Personal Investment Management Inc., Rodney worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, SUNAMERICA SECURITIES, INC., MULTI-FINANCIAL SECURITIES CORPORATION, FBS INVESTMENT SERVICES, INC., LIBERTY SECURITIES CORPORATION, and NEW ENGLAND SECURITIES. Rodney holds Series 6, 7, 63 and 65 licenses.

Firm Information

Rodney Coyan is currently registered with Personal Investment Management Inc.. Personal Investment Management Inc., located in REDMOND, WA, is an investment advisor with 4 investment advisor representatives. They manage approximately $567,628,630 in assets for 1,382 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
Personal Investment Management Inc.

22500 NE MARKETPLACE DRIVE

REDMOND, WA 98053

$567.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rodney Coyan’s Registration & Firm History

WA

10/10/2011 - Present

Personal Investment Management Inc. (REDMOND WA)

WA

03/25/1999 - 06/28/2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)

AZ

12/07/1995 - 02/17/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CO

05/04/1995 - 12/06/1995

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

MN

08/25/1994 - 05/02/1995

FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)

NY

09/13/1991 - 08/30/1994

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NY

09/06/1991 - 09/26/1991

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/08/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/04/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodney George Coyan.
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