Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Coleman is an active investment advisor representative with Cetera Investment Advisers LLC, registered in Louisiana. Margaret Coleman has been in the securities industry since September 11, 2008. Prior to joining Cetera Investment Advisers LLC, Margaret Coleman was registered with Hancock Whitney Investment Services Inc. and J.P. Morgan Securities LLC. Margaret Coleman holds Series 66, Series 7 and SIE licenses. Margaret Coleman is a licensed advisor in Louisiana and Mississippi. Margaret Coleman provides financial planning and portfolio management services to individuals, businesses, pension and profit sharing plans and corporations.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (COVINGTON LA)
LA
06/06/2018 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (MANDEVILLE LA)
LA
01/28/2010 - 06/04/2018
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
09/11/2008 - 01/28/2010
PRIMEVEST FINANCIAL SERVICES, INC. (NEW ORLEANS LA)
BOTH
Issued 2/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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