Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Charles joseph Barcley is a registered Investment Advisor Representative in Pennsylvania and has been in the financial services industry for 3 years. Colin currently works at Milestone Asset Management, LLC and is also affiliated with West Advisory Group. Colin holds Series 66, Series 7TO and SIE licenses. Colin's prior experience includes positions at LION STREET FINANCIAL, LLC and Financial Success Strategies, LLC.
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.
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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PA
12/21/2022 - Present
Milestone Asset Management, LLC (PITTSBURGH PA)
TX
08/28/2020 - 10/31/2022
LION STREET FINANCIAL, LLC (Houston TX)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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