Unclaimed
Andrea Coleman is a financial advisor with Hamilton Lane Securities LLC. Andrea has been in the financial services industry since 2007 and has a strong track record of success. Andrea holds the Series 66, Series 7 and SIE licenses and is registered in 17 states. Andrea is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Previously, Andrea was a financial advisor with IMST Distributors, LLC and Janus Distributors LLC.
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.
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.
1
2
CO
07/18/2021 - Present
Hamilton Lane Securities LLC (Englewood CO)
CO
02/26/2015 - 07/16/2021
IMST DISTRIBUTORS, LLC (DENVER CO)
CO
03/11/2008 - 02/19/2015
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
06/28/2007 - 01/17/2008
EDWARD JONES (BRIGHTON CO)
BOTH
Issued 07/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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