Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Boutin is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Colin has been in the industry since May 2022. Colin's office is located in HINGHAM, MA. Colin has a total of 2 state exams, 2 product exams and 0 principal exams. Colin is registered in 18 states including California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas and Vermont.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/20/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HINGHAM MA)
MA
04/28/2022 - 07/18/2023
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 12/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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