Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colette? Claim Your ProfileColette Lyle is a financial professional with over 15 years of experience in the financial services industry. Colette has a strong background in providing financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and non-profit organizations. Colette specializes in retirement planning, college savings, and estate planning. Colette is currently registered with Next Financial Group, Inc. and is a Series 7 and Series 66 licensed representative. Previously, Colette was a financial advisor with VALIC Financial Advisors, Inc. and American General Securities 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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
03/07/2023 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
03/14/2008 - 10/12/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
10/11/2007 - 03/06/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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