Unclaimed
Bilal Colbert is a financial advisor at LPL Financial LLC. Bilal has been in the financial industry since 2015. Bilal is registered with the state of Maryland. Bilal specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans. Bilal has experience with financial planning, portfolio management, and consulting services. Bilal is committed to helping clients achieve their financial goals. Bilal has previously worked at E*TRADE Securities LLC, TD Ameritrade, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/26/2021 - Present
LPL Financial LLC (HANOVER MD)
DC
07/17/2019 - 04/19/2021
E*TRADE SECURITIES LLC (WASHINGTON DC)
MD
02/15/2017 - 02/25/2019
TD AMERITRADE, INC. (North Bethesda MD)
MD
01/28/2015 - 02/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 03/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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