Winifred Coleman (CRD# 4010231) is an Investment Advisor Representative working at Carnegie Investment Counsel in Englewood, FL and has over 24 years of experience in the finance industry.
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3143414
Lpl Financial LLC
CRD# 5554248
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carnegie Investment Counsel | Englewood, FL | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- FL
-
Total Assets Under Management4,520MILLIONS
-
Total Number of Accounts7,293ACCOUNTS
-
Average Account Value$619,724
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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