Unclaimed
Tony Edward Coston is a financial professional with over 8 years of experience in the industry. Tony is currently registered with BNY Mellon Securities Corp. and is licensed to provide investment advice in 53 states. Tony's areas of expertise include portfolio management for individuals and businesses. Tony has obtained several industry certifications, including Series 7, Series 63, and Series 24.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/03/2014 - Present
BNY Mellon Securities Corp. (LAKE MARY FL)
BC
Issued 12/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tony Coston is the right advisor for you? Invested Better is here to help.