Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn L. Coleman is an investment advisor representative at Raymond James Financial Services Advisors, Inc. She is registered with the state of Indiana, and has over 20 years of experience in the financial services industry. Kathryn has held past positions at RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Her specializations include retirement planning, investment management, and financial planning. Kathryn provides financial advisory services to a wide range of clients, including individuals, families, businesses, and institutions. She is committed to providing personalized financial advice and helping her 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
09/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Indianapolis IN)
IN
04/18/2008 - 03/23/2022
RAYMOND JAMES & ASSOCIATES, INC. (INDIANAPOLIS IN)
IN
03/13/2001 - 03/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 04/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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