Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleman? Claim Your ProfileColeman O'Leary is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Coleman has been working in the financial services industry since May 25, 2009. Coleman holds Series 7 and Series 63 licenses. Coleman also has experience with NYLIFE SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Coleman is registered with the Financial Industry Regulatory Authority (FINRA). Coleman is registered in the following states: California, Florida, Indiana, Michigan, Ohio, Texas, Utah, and Wisconsin. Coleman also has a separate business as an insurance agent. Coleman is currently registered with Cambridge Investment Research Advisors, Inc. and has been working for the firm since March 2015.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
05/06/2021 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
07/28/2009 - 03/13/2015
NYLIFE SECURITIES LLC (WESTLAKE OH)
OH
12/12/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BC
Issued 03/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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