Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Michael Coleman is a financial advisor at Geneos Wealth Management, Inc. Glenn has been in the financial services industry since 1983 and has a broad range of experience. Glenn has earned the Series 6, 7, 24, 26, 63 and 66 licenses. Glenn works with individuals, corporations, and charitable organizations to provide financial planning, portfolio management, and pension consulting 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.
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.
1
2
PA
07/12/2007 - Present
Geneos Wealth Management, Inc. (PITTSBURGH PA)
CA
07/19/1994 - 06/02/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
09/01/1988 - 07/18/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
04/25/1985 - 09/02/1988
COLEMAN FINANCIAL SERVICES, INC.
NA
02/14/1983 - 04/18/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 07/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1989
Series 24 - General Securities Principal Examination
BC
Issued 12/27/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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