Unclaimed
Timothy Coyne has been in the financial services industry since August 1998. Currently, Timothy is a registered representative with Robert W. Baird & Co. Inc. in Stamford, Connecticut. Prior to joining Robert W. Baird & Co. Inc. in 2015, Timothy worked at CRT Capital Group LLC, BNP Paribas Securities Corp., Wachovia Capital Markets, LLC, Wachovia Securities, LLC, ABN AMRO Incorporated, ABN AMRO Investment Services, Inc., and ABN AMRO Securities (USA) Inc. Timothy has passed the Series 7, Series 24, Series 63, and SIE exams.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CT
08/05/2015 - Present
Robert W. Baird & Co. Inc. (STAMFORD CT)
CT
01/10/2011 - 01/14/2015
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
01/10/2005 - 11/23/2010
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NC
07/01/2003 - 05/18/2004
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
02/28/2000 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CT
07/17/1998 - 03/02/1999
ABN AMRO INCORPORATED (STAMFORD CT)
IL
06/19/1996 - 02/04/1998
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
CT
11/07/1995 - 06/11/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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