Unclaimed
Colin Auther Allen is a financial advisor with over 20 years of experience in the industry. Colin is currently registered with State Farm VP Management Corp. in Boca Raton, FL. Colin's previous experience includes roles at WM Financial Services, Inc. and American Express Financial Advisors Inc.. Colin holds the Series 66, Series 7, Series 6TO and SIE licenses and is registered in Florida.
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
FL
02/04/2003 - Present
State Farm VP Management Corp. (Boca Raton FL)
CA
04/26/2002 - 05/28/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
11/12/1999 - 04/24/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/12/1999 - 04/24/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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