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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Charles Grover is an investment advisor representative. Colin is currently registered with Lido Advisors, LLC. Colin has been in the industry for over 14 years, and has experience in the financial services industry. Colin is currently licensed to offer investment advice in California, Florida, and Texas. Colin has a wide range of experience working with clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Colin holds the following licenses and certifications: Series 63, Series 65, Series 7, and Series 24. Colin also holds the Certified Financial Planner designation.
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.
Strategic management for diversified investment portfolios.
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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CA
10/12/2020 - Present
Lido (LOS ANGELES CA)
CT
04/26/2012 - 02/17/2016
CETERA ADVISOR NETWORKS LLC (STAMFORD CT)
CT
05/11/2011 - 04/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
CT
02/02/2007 - 03/30/2011
PEOPLE'S SECURITIES, INC. (FAIRFIELD CT)
IA
Issued 06/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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