Casey Coleman
Professional summary
Casey Coleman, who also goes by Coleman Kavanaugh Casey Kavanaugh, Casey K Coleman, Casey Kavanaugh Coleman, is a registered financial professional currently at FTP SECURITIES LLC located in San Francisco, California.
Casey is registered as a RR (Registered Representative) and started their career in finance in 2011. Casey has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Casey Coleman's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2024 - Present
FTP SECURITIES LLC
Office #1: 100 California Street 7th Floor, San Francisco, CA 94111September 16, 2020 - October 16, 2022
FTP SECURITIES LLC
February 15, 2018 - August 23, 2020
EVERCORE GROUP L.L.C.
February 4, 2015 - January 8, 2018
JEFFERIES LLC
November 17, 2011 - February 27, 2013
MORGAN STANLEY
August 8, 2011 - February 27, 2013
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 11/4/2024
General Securities Representative ExaminationFINRA
Current Firm
FTP SECURITIES LLC
CRD#: 129356 / SEC#: , 8-66218
Contact information
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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