Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Brubaker is a financial advisor with Fidelity Personal and Workplace Advisors. Colin has been in the financial services industry for over 5 years. Colin has a Series 7TO, Series 66 and SIE licenses. Colin is registered in 53 states and is also registered as an investment advisor representative (IAR) in Pennsylvania and Texas. Colin's previous employers include OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and SECURIAN FINANCIAL SERVICES, INC.. Colin offers a range of financial planning services including portfolio management, educational seminars, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/30/2024 - Present
Fidelity Personal AND Workplace Advisors (MANHEIM PA)
PA
09/01/2023 - 01/09/2024
OSAIC WEALTH, INC. (LANCASTER PA)
PA
04/01/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LANCASTER PA)
PA
10/31/2019 - 04/07/2022
SECURIAN FINANCIAL SERVICES, INC. (Lancaster PA)
BOTH
Issued 11/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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