Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Coleman is a financial advisor with over 30 years of experience in the industry. Currently, Timothy Coleman is registered with City Capital Advisors, LLC in Chicago, IL. Timothy Coleman has also held previous roles at Dresner Investment Services, Inc., McDonald Investments Inc., PricewaterhouseCoopers Securities L.L.C., and The Chicago Corporation. Timothy Coleman has passed the Series 7, Series 24, Series 63, Series 79TO, and SIE exams. Timothy Coleman is licensed in Illinois.
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.
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.
1
2
IL
03/28/2011 - Present
City Capital Advisors, LLC (CHICAGO IL)
IL
02/13/2003 - 04/13/2011
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
OH
06/14/1999 - 12/07/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IL
09/09/1998 - 05/24/1999
PRICEWATERHOUSECOOPERS SECURITIES L.L.C. (CHICAGO IL)
IL
07/21/1987 - 08/03/1993
THE CHICAGO CORPORATION (CHICAGO IL)
BC
Issued 11/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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