Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mark Coffey is a financial advisor with Equitable Advisors, LLC, with over 10 years of experience in the financial services industry. William Mark Coffey is registered with FINRA and holds the Series 6, Series 63, and SIE licenses. William Mark Coffey is also registered with the state of Massachusetts. William Mark Coffey has previously worked with NYLIFE Securities LLC in Waltham, MA. Equitable Advisors, LLC is a large financial firm with offices across the country. The firm provides a wide range of financial services, including financial planning, investment management, and insurance. Equitable Advisors, LLC manages over $32 billion in assets for clients.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
07/10/2014 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
05/14/2013 - 07/21/2014
NYLIFE SECURITIES LLC (WALTHAM MA)
BC
Issued 09/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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