Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Coleman is a financial advisor with Capfinancial Securities, LLC, a firm based in Sacramento, CA. Claudia has been in the financial industry since 2010. She holds Series 7 and Series 63 licenses, and has a strong background in financial services. Claudia is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
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2
CA
01/29/2021 - Present
Capfinancial Securities, LLC (Sacramento CA)
CA
07/02/2020 - 02/16/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
CA
02/15/2018 - 06/05/2020
MOTIF (RANCHO CORDOVA CA)
CA
04/08/2008 - 02/01/2016
FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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