Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cansada? Claim Your ProfileCansada Marie Coleman is a financial advisor currently registered with Benjamin F. Edwards & Company, Inc. Cansada has been working in the financial services industry since 2008. Cansada has also previously been registered with several other firms, including Waddell & Reed, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Cansada has a Series 66 license and a Series 24 license. Cansada specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MO
02/18/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
KS
04/08/2013 - 02/28/2017
WADDELL & REED (OVERLAND PARK KS)
KS
12/22/2010 - 04/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
KS
01/01/2008 - 11/04/2010
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
01/15/2008 - 01/01/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
BOTH
Issued 09/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cansada Coleman is the right advisor for you? Invested Better is here to help.
