Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Perrin is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Colin has been a financial advisor for over 10 years and has a wide range of experience in the industry. Colin is passionate about helping clients achieve their financial goals and has the knowledge and expertise to help them make informed financial decisions. Colin is also a registered representative with FINRA and has a Series 7, Series 66, and SIE license. Colin holds the designations as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
09/28/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BOTH
Issued 09/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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