Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Coleman is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Equity Services, Inc., where John has been an Investment Advisor Representative (IAR) since June 2021. Prior to joining Equity Services, John was with MetLife Securities, Inc., where he worked from December 2004 until August 2011. John has held various other roles at firms including Metropolitan Life Insurance Company, J.P. Turner & Company, L.L.C., Marion Bass Securities Corporation, and Sterne, Agee & Leach, Inc. John holds the Series 6, 7, and 63 licenses. John offers a variety of services, including financial planning, pension consulting, and portfolio management. John has a strong track record of success in helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/22/2021 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
12/10/2004 - 08/08/2011
METLIFE SECURITIES INC. (GARDEN CITY NY)
NY
12/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GARDEN CITY NY)
GA
12/19/2000 - 11/20/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NC
07/02/1998 - 12/21/2000
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
AL
05/12/1997 - 07/06/1998
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
CT
07/27/1992 - 03/18/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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