Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin L. Coleman is a financial advisor with Hilltop Securities Inc. Marvin has been in the industry since 1998. He is registered to provide investment advice in Tennessee, Georgia, Mississippi, and South Carolina. Marvin has earned the Series 3, 7, 30, 63 and 65 licenses. He has also earned the Securities Industry Essentials (SIE) exam. Marvin previously worked at Morgan Stanley and Morgan Stanley Smith Barney. Marvin specializes in retirement planning, insurance, and estate planning. He is also a member of Bellevue Baptist Church in Cordova TN.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TN
06/20/2023 - Present
Hilltop Securities Inc. (Memphis TN)
TN
06/01/2009 - 08/19/2021
MORGAN STANLEY (Memphis TN)
TN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEMPHIS TN)
TN
03/12/1998 - 04/02/2007
MORGAN STANLEY DW INC. (MEMPHIS TN)
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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