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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherwin? Claim Your ProfileSherwin Henry Coleman is a financial advisor with over 33 years of experience in the industry. Sherwin is registered with Cetera Investment Advisers LLC and is licensed in 13 states, including California, Texas, and Arizona. Sherwin has a strong track record of providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and pension plans. Sherwin has also previously held positions at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., and SECURITIES AMERICA, INC.
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.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN LEANDRO CA)
CA
06/10/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SAN LEANDRO CA)
CA
01/01/2004 - 04/21/2008
ING FINANCIAL PARTNERS, INC. (SAN LEANDRO CA)
IA
07/15/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
01/08/1992 - 07/15/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NE
12/24/1987 - 01/08/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 04/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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