Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Coleman is a financial professional with over 20 years of experience in the industry. Gary is currently registered with Sequent Planning, LLC in Oklahoma. Gary also has experience with Farmers Financial Solutions, LLC. Gary has Series 6, 63, and 65 licenses. Gary is an active Registered Investment Advisor (RIA) in Oklahoma.
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.
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.
A percentage of the total value of assets under management is charged.
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NE
12/06/2023 - Present
Sequent Planning, LLC (OMAHA NE)
OK
05/14/2001 - 10/12/2022
FARMERS FINANCIAL SOLUTIONS, LLC (CHECOTAH OK)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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