Herbert E. Coolidge
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Herbert Everett Coolidge, who also goes by Bert Coolidge, was a registered financial professional .
Herbert is a previously registered financial professional and started their career in finance in 1986. Herbert had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 9, 2004 - December 31, 2015
COOLIDGE, HERBERT EVERETT
June 27, 1986 - July 1, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
COOLIDGE, HERBERT EVERETT
CRD#: 129535 / SEC#:
Contact information
Red Flags
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