Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Coleman has been working in the financial services industry since 1985. Michael is currently registered as an investment advisor representative with Fifth Third Securities, Inc. in Tampa, Florida. Michael has previously been employed by Lehman Brothers Inc. , Citigroup Global Markets Inc., and Morgan Stanley. Michael is also registered as an investment advisor representative with Fifth Third Securities, Inc. in Salem, South Carolina and Tampa, Florida. Michael holds several industry licenses and designations, including Series 7, 63, 65, 8, 9, 10, 15, 23, 24 and SIE. Michael specializes in retirement planning, investment planning, and portfolio management. Michael is also a part owner of a family farm in Lohrville, Iowa.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/03/2015 - Present
Fifth Third Securities, Inc. (TAMPA FL)
CO
06/01/2009 - 09/19/2014
MORGAN STANLEY (DENVER CO)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
05/23/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 6/8/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 6/12/2015
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 12/4/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 1/8/1988
Series 5 - Interest Rate Options Examination
BC
Issued 5/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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