Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ronald Coleman is a financial advisor registered with LPL Financial LLC in San Diego, CA. William has been in the financial industry since April 1, 2009 and has a broad range of experience working with individual clients, as well as corporations and charitable organizations. William holds multiple licenses and certifications, including Series 7, 6, 62, and 63, as well as Series 65. William also provides investment advice through RBJ Wealth Management, LLC, which is a DBA for LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
04/22/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MD
04/01/2009 - 04/24/2024
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
IA
Issued 02/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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