Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleman? Claim Your ProfileColeman Wynn Cordell is a financial advisor who has been in the industry since 1990. Coleman is currently registered with Bofa Securities, Inc. and is located in WINTER PARK, FL. Coleman has experience working with a variety of clients and has a strong track record of success. Coleman has worked for a number of firms over the years, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA SECURITIES LLC, UBS SECURITIES LLC, UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO., INCORPORATED, BARNETT INVESTMENTS, INC. and SHEARSON LEHMAN HUTTON INC.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
FL
05/10/2019 - Present
Bofa Securities, Inc. (WINTER PARK FL)
FL
03/13/2009 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
06/26/2008 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (WINTER PARK FL)
FL
01/16/2006 - 06/25/2008
UBS SECURITIES LLC (ORLANDO FL)
NJ
10/28/2005 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/28/1992 - 10/05/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
FL
06/25/1990 - 02/06/1992
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
04/24/1990 - 05/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BC
Issued 07/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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