Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nona? Claim Your ProfileNona Coleman is a financial advisor registered with RBC Capital Markets, LLC, and has been working in the financial services industry since October 2019. Nona is registered in Oregon and Texas. Nona has passed the Series 7, Series 66, and SIE exams. Nona has experience in financial planning, portfolio management, and pension consulting. She works with a wide range of clients, including individuals, businesses, corporations, charitable organizations, and investment companies. Nona also provides advisory services for public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds. Nona previously worked for UBS Financial Services Inc. Nona is committed to helping her clients achieve their financial goals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
OR
01/06/2023 - Present
RBC Capital Markets, LLC (Bend OR)
OR
10/22/2019 - 03/15/2022
UBS FINANCIAL SERVICES INC. (BEND OR)
BOTH
Issued 09/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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