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 a financial advisor at Cetera Investment Advisers LLC. Margaret has been in the financial services industry since 2008 and has held positions at a number of firms, including J.P. Morgan Securities LLC and Hancock Whitney Investment Services Inc. Margaret is a registered representative and investment advisor representative and holds the Series 7 and Series 66 securities licenses. Margaret specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Margaret is also a board member for the Fore Kids Foundation.
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 02/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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