Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oui? Claim Your ProfileOui Seesawat Coulson has been in the financial services industry since 1997 and is a registered representative with Oppenheimer & Co. Inc. in Coral Gables, FL. Oui currently holds Series 7, 31 and SIE licenses. They are a Certified Financial Planner. Oui has previously worked at First Horizon Advisors, Inc., Morgan Stanley and SunTrust Securities, Inc. Oui specializes in retirement planning and has experience working with individuals, corporations, high-net-worth individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/26/2024 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
11/02/2021 - 02/26/2024
FIRST HORIZON ADVISORS, INC. (Coral Gables FL)
FL
02/20/2015 - 11/22/2021
MORGAN STANLEY (Plantation FL)
FL
04/06/2005 - 03/04/2015
OPPENHEIMER & CO. INC. (MIAMI FL)
GA
05/16/2002 - 02/22/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
12/07/1999 - 02/28/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/31/1996 - 06/28/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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