Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Coyne is a financial advisor who is registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Steven has been working in the industry for over a decade and has a wide range of experience in financial planning, investment management, and portfolio management. Steven is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/21/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
KY
11/30/2018 - 08/14/2023
LPL FINANCIAL LLC (WILLIAMSBURG KY)
TN
02/24/2016 - 11/11/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
10/15/2010 - 02/04/2015
PARK AVENUE SECURITIES LLC (BRENTWOOD TN)
IA
Issued 01/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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