Rebecca Marisa Coleman

Current Employers

Employment History

• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2009 → 03/2024
  Baker & Yoest Investment Advisers Inc
  Northbrook, IL
• 07/2001 → Present
  Coleman & Assoc Cpa'S Ltd
  Chicago, IL

Previous Registrations

• 2009-04-07 → 2024-03-08
  Baker & Yoest Investment Advisers, Inc.
  Chicago, IL
• 2008-06-10 → 2009-04-14
  Hochman Cole Investment Advisors, Inc.
  Chicago, IL
  Deerfield, IL
• 2001-10-18 → 2004-07-02
  Genworth Financial Planning Corporation
  Chicago, IL

Other Businesses

1) COLEMAN & ASSOC CPAS'S LTD: CHICAGO, IL; FINANCIAL AND TAX SERVICES, LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS; DBA FOR INVESTMENT SERVICES; PARTNER; START DATE OF 7/1/01; 40 HRS/WK: 2) PACIFIC LIFE INS; CHICAGO,IL; PRODUCER SINCE 1/2009; 1 HR/WK: 3) NAME OF OTHER BUSINESS: A RED ORCHID THEATRE; INVESTMENT RELATED: NO; ADDRESS: 1531 N WELLS ST, CHICAGO, IL 60610; NATURE OF BUSINESS: NON PROFIT; START DATE: 7/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF NON-PROFIT THEATRE;

Exams

• S66 Uniform Combined State Law Examination
  2001-09-25