Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Coleman is a financial advisor with U.S. Bancorp Investments, Inc. Christopher has been in the financial services industry since October 2002. He is a licensed financial advisor, holding Series 7, 24, 50, 52, 53, 63, 99 licenses and the SIE exam. Christopher’s specializations include portfolio management for individuals and businesses, financial planning, and publication of periodicals. Christopher has been registered with the state of Minnesota since October 2018. Christopher was previously registered with Piper Jaffray & Co. from June 2002 to June 2018.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
10/05/2018 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
06/28/2002 - 06/01/2018
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 05/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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