Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colette? Claim Your ProfileColette Rebecca Bitzas is a financial advisor registered with Osaic Wealth, Inc., with over 24 years of experience in the industry. Colette has been registered in several states, including California, Florida, New York, North Carolina, Oregon, South Carolina, Texas, and Virginia. Colette is also a Certified Financial Planner, showing a commitment to providing comprehensive financial planning services. Colette specializes in working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
10/26/2007 - 07/26/2010
AXA ADVISORS, LLC (MELVILLE NY)
NY
09/23/1993 - 08/05/1998
GOLDIS FINANCIAL GROUP, INC. (GARDEN CITY NY)
NY
05/29/1990 - 09/29/1992
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NA
03/20/1990 - 04/10/1990
KIMBRIDGE & CO., INC.
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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