Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin MacDougall is a financial advisor who has been in the industry since March 27, 2018. Currently, Colin is registered with TAG Capital Partners in New York, New York. Before joining TAG Capital Partners, Colin worked for WEILD & CO. in New York, New York, and Citigroup Global Markets Inc. in New York, New York. Colin has passed the Series 63, SIE, and Series 79 exams.
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
NY
08/22/2024 - Present
TAG Capital Partners (NEW YORK NY)
NY
02/07/2024 - 07/09/2024
WEILD & CO. (NEW YORK NY)
NY
10/22/2021 - 09/26/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
01/03/2020 - 09/09/2021
PIPER SANDLER & CO. (SAN FRANCISCO CA)
CA
08/22/2017 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (SAN FRANCISCO CA)
BC
Issued 09/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Colin MacDougall is the right advisor for you? Invested Better is here to help.
