Unclaimed
John F Coleman is a financial advisor with Janney Montgomery Scott LLC, registered with the state of Pennsylvania and 34 other states. John has been active in the industry since September 1997. John has completed the Series 7, Series 10 and Series 9 principal examinations and the SIE examination. John F Coleman is also a Registered Investment Advisor with Janney Montgomery Scott LLC.
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.
Fee plus commission
1
2
PA
07/09/2009 - Present
Janney Montgomery Scott LLC (UNIONTOWN PA)
PA
09/03/1997 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BOTH
Issued 09/24/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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