Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kofi? Claim Your ProfileKofi Sule Coaxum is a registered representative with Cetera Investment Advisers LLC. Kofi has been in the financial industry since 2007 and has a Series 63 and Series 66 license. Kofi has also passed the Series 7, Series 52, and Series 53 examinations. Kofi has previously worked with FSC Securities Corporation, Thomas Group Capital, and Opus Trading Fund LLC. Kofi has experience in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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2
GA
03/23/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
05/05/2010 - 03/20/2017
FSC SECURITIES CORPORATION (ALPHARETTA GA)
GA
02/13/2009 - 09/03/2009
THOMAS GROUP CAPITAL (ATLANTA GA)
NY
02/07/2007 - 01/07/2008
OPUS TRADING FUND LLC (JERICHO NY)
BOTH
Issued 06/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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