Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daphne? Claim Your ProfileDaphne Coleman is a financial professional with over a year of experience in the financial services industry. Daphne has a Series 63, SIE, and Series 6TO licenses. Daphne is currently registered with LPL Financial LLC and is also registered in 10 states including Florida, Indiana, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia. Previously, Daphne was employed by Woodbury Financial Services, Inc. Daphne specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
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.
1
2
OH
09/09/2022 - Present
LPL Financial LLC (MARIETTA OH)
OH
09/24/2021 - 09/14/2022
WOODBURY FINANCIAL SERVICES, INC. (MARIETTA OH)
BC
Issued 10/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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