Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Warren Coffman is a registered investment advisor representative with Equitable Advisors, LLC. Charlie has been in the securities industry for over a year. Charlie is registered with the state of Tennessee and has passed the Series 66, Series 7, and Series 6 exams. Prior to joining Equitable Advisors, LLC, Charlie worked for RIVERSOURCE DISTRIBUTORS, INC. Charlie's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisers, 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.
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2
TN
06/12/2024 - Present
Equitable Advisors, LLC (FRANKLIN TN)
MN
02/07/2023 - 04/03/2024
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BOTH
Issued 03/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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