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 in the financial industry since June 26, 2016. Michael is currently registered with Geneos Wealth Management, Inc., and is a registered representative in both Hawaii and Pennsylvania. Michael is also a registered investment advisor in Pennsylvania and Hawaii. Michael has passed the Series 66, Series 7, and SIE exams. Michael is currently registered in 13 states. Michael works under Coleman Financial Services and is an independent representative with various insurance carriers. Michael provides advisory services to individuals, businesses, charitable organizations, and high-net-worth individuals. Michael also provides financial planning, pension consulting, educational seminars, and portfolio management services.
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
PA
01/05/2017 - Present
Geneos Wealth Management, Inc. (PITTSBURGH PA)
BOTH
Issued 11/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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