Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Slater is a financial advisor with over 12 years of experience in the industry. Colin is currently registered with Osaic Wealth, Inc. and has previously worked with SAGEPOINT FINANCIAL, INC. and TRANSAMERICA FINANCIAL ADVISORS, INC. Colin is licensed to provide investment advice and services in Michigan and North Carolina, among other states. Colin is dedicated to helping clients achieve their financial goals and provides financial planning, portfolio management, and other services. Colin has a strong commitment to serving the needs of clients and is committed to providing high-quality investment advice and guidance.
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.
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.
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.
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MI
09/01/2023 - Present
Osaic Wealth, Inc. (NORTHVILLE MI)
MI
03/04/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NORTHVILLE MI)
MI
12/12/2011 - 03/15/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTHVILLE MI)
BOTH
Issued 12/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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