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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleman? Claim Your ProfileColeman Harris Rudolph is a financial advisor registered with Morgan Stanley in Atlanta, Georgia. Coleman has been working in the financial industry for over 23 years. Coleman is licensed to provide financial advice in 30 states and the District of Columbia, including Georgia, South Carolina, and Texas. In addition to being registered as a broker-dealer, Coleman is also a registered investment advisor. Coleman holds the Series 7, Series 63, Series 31, and Series 65 licenses as well as the SIE designation. Coleman has been employed by Morgan Stanley since 2009. Coleman previously worked for Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
02/11/2014 - Present
Morgan Stanley (Atlanta GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
06/14/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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