Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loran? Claim Your ProfileLoran Coffman is an investment advisor representative with Edelman Financial Engines. Loran has been in the financial services industry since 1987. Loran's previous employers include EF Legacy Securities, LLC, Sanders Morris Harris LLC, H. Beck, Inc., SunAmerica Securities, Inc., Mariner Financial Services, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Loran is registered with the state of Michigan as an Investment Advisor Representative (IAR). Loran holds the Series 6, Series 7, Series 63, Series 65, and Series 66 securities licenses. Loran is a Registered Representative of Edelman Financial Engines and is licensed to conduct securities business in the state of Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
06/27/2024 - Present
Edelman Financial Engines (TROY MI)
MI
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TROY MI)
MI
08/23/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TROY MI)
MI
03/24/1997 - 08/31/2011
H. BECK, INC. (LAKE ORION MI)
AZ
06/27/1995 - 03/24/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
08/17/1993 - 06/28/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
11/25/1987 - 10/27/1988
EQUICO SECURITIES, INC.
NA
11/25/1987 - 10/27/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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