Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Latrece Coleman is an Investment Advisor Representative with OneAmerica Securities, Inc. April has been in the financial services industry since 2018. April is registered with the state of Florida and is licensed to sell securities in Alabama and Florida. April has experience in insurance sales, fixed life and fixed annuities, and has experience in other areas of the financial services industry. April has worked at PFS Investments Inc., Edward Jones, and Primerica Financial Services. April has a combined state license (Series 66) and Series 7TO and SIE product licenses. In addition to the services offered by OneAmerica Securities, Inc. April provides clients with financial planning, selection of other advisors, portfolio management for businesses and individuals, and pension consulting.
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.
1
2
FL
09/29/2022 - Present
Oneamerica Securities, Inc. (CANTONMENT FL)
FL
09/26/2019 - 10/07/2020
PFS INVESTMENTS INC. (MILTON FL)
FL
12/12/2018 - 08/31/2019
EDWARD JONES (PENSACOLA FL)
BOTH
Issued 02/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure April Coleman is the right advisor for you? Invested Better is here to help.
