Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Brooks Strzelczyk is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a company with a history of providing wealth management services to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Colin has been in the financial industry since October 2021. Colin holds several licenses including Series 7TO, Series 66, and SIE, and is registered with the states of Arizona, California, Connecticut, Florida, Georgia, Hawaii, Kentucky, Maryland, Nevada, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Colin provides a range of services to clients, including investment management, portfolio management, and financial planning.
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
CA
08/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
BOTH
Issued 11/8/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/6/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/12/2019
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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