Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Coleman is a financial advisor with over 30 years of experience in the industry. He currently works with Latitude Advisors, LLC. Richard has previously held positions at H. Beck, Inc. and Main Street Management Company. Richard is a Certified Financial Planner and has a Series 6, Series 7, Series 24 and Series 63 licenses. Richard specializes in providing financial advice to individuals, businesses, high-net-worth individuals, and pension and profit sharing plans. He is also experienced in insurance sales. Richard provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Richard has a strong commitment to providing personalized financial advice and helping his 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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
1
2
FL
09/30/2019 - Present
Latitude Advisors, LLC (VERO BEACH FL)
PA
04/28/2004 - 10/02/2019
H. BECK, INC. (ERIE PA)
MA
02/06/1996 - 04/28/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
KS
01/21/1986 - 02/09/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
11/01/1985 - 12/23/1985
FIRST INVESTORS CORPORATION
BC
Issued 10/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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