Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Coleman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the ROCKLEDGE, FL office. Randall has been a financial advisor for over 30 years and has extensive experience in helping clients with their financial needs. Randall is a CERTIFIED FINANCIAL PLANNER™ professional, and has a strong commitment to providing his clients with personalized, comprehensive financial advice. Randall specializes in investments, financial planning and portfolio management for individuals and businesses. Randall holds Series 6, 7, 31, 63, and 65 licenses and has earned the SIE designation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
06/27/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROCKLEDGE FL)
PA
06/27/1992 - 10/21/1994
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
PA
05/22/1989 - 12/31/1991
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
01/20/1989 - 05/23/1989
PW SECURITIES, INC.
NA
12/24/1987 - 12/12/1988
PW SECURITIES, INC.
IA
Issued 02/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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