Sonya M. Coleman
Professional summary
Sonya Marie Coleman, who also goes by Sonya Marie Coleman, Sonya M Coleman, Sonya Coleman, Sonya Marie Nichols, Sonya Marie Pate, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Glen Burnie, Maryland and BANKERS LIFE SECURITIES, INC. located in Glen Burnie, Maryland.
Sonya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Sonya has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sonya Marie Coleman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 799 Cromwell Park Drive, Ste J, Glen Burnie, MD 21061September 6, 2023 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 799 Cromwell Park Drive Ste J, Glen Burnie, MD 21061Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/16/2025)
(9/7/2023)
(8/18/2025)
(10/6/2025)
Exams
Series 7TO
Date: 9/6/2023
General Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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