Unclaimed
Coleen Acker is a financial advisor who is registered with Farmers Financial Solutions, LLC in POST FALLS, ID. Coleen has been working in the financial industry for less than a year, having passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination in 2023. She is also licensed as a securities agent in Idaho, Utah, and Washington. Coleen focuses on providing financial advice to clients in the region.
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.
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.
1
2
ID
11/28/2023 - Present
Farmers Financial Solutions, LLC ( POST FALLS ID)
BC
Issued 02/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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