Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Melear Coleman is a financial advisor with over 25 years of experience in the industry. Randy is currently registered with Raymond James & Associates, Inc. Previously, Randy has also held positions at Morgan Keegan & Company, Inc., H&R Block Financial Advisors, Inc., Fifth Third Securities, Inc., Invest Financial Corporation, SunTrust Investment Services, Inc., Banc of America Investment Services, Inc., SunTrust Securities, Inc., and Prudential Securities Incorporated. Randy holds a number of licenses and certifications, including Series 7, 9, 10, 24, 53, 63, and 65. Randy's areas of expertise include financial planning, portfolio management, and retirement planning. Randy is committed to providing clients with personalized financial advice and strategies to help them 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.
Please see note in schedule d - miscellaneous
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
TN
11/13/2023 - Present
Raymond James & Associates, Inc. (GOODLETTSVILLE TN)
TN
09/02/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GOODLETTSVILLE TN)
TN
07/18/2007 - 10/07/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (NASHVILLE TN)
TN
11/03/2006 - 07/31/2007
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
FL
04/24/2006 - 08/22/2006
INVEST FINANCIAL CORPORATION (TALLAHASSEE FL)
FL
06/19/2001 - 01/20/2006
SUNTRUST INVESTMENT SERVICES, INC. (SANTA ROSA BEACH FL)
MA
08/15/2000 - 06/18/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
GA
03/09/1999 - 08/23/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
11/20/1996 - 03/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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