Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Coleman has been in the securities industry since February 20, 2003. Brian currently works as a Registered Representative at M Holdings Securities, Inc. Brian has been associated with the firm since August 26, 2014. Previously, Brian worked at KEY INVESTMENT SERVICES LLC, CETERA INVESTMENT SERVICES LLC, U.S. BANCORP INVESTMENTS, INC., WM FINANCIAL SERVICES, INC. and QUICK & REILLY, INC. Brian holds Series 63, 65, 7, 24 and SIE licenses. Brian also has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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
OR
08/26/2014 - Present
M Holdings Securities, Inc. (PORTLAND OR)
OR
04/03/2013 - 05/01/2014
KEY INVESTMENT SERVICES LLC (LAKE OSWEGO OR)
OR
10/14/2011 - 02/26/2013
CETERA INVESTMENT SERVICES LLC (PORTLAND OR)
OR
11/25/2005 - 10/06/2011
U.S. BANCORP INVESTMENTS, INC. (BEAVERTON OR)
CA
12/11/2002 - 11/17/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
04/05/2000 - 07/06/2000
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 08/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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