Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Steinberg is a financial advisor with Schechter Investment Advisors, LLC located in Birmingham, Michigan. Colin is a CERTIFIED FINANCIAL PLANNER™ professional with over 7 years of experience in the financial services industry. Before joining Schechter Investment Advisors, LLC, Colin was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Distributors, Inc. Colin provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Colin holds Series 6, 7, 63, and 66 licenses.
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.
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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2
MI
04/17/2019 - Present
Schechter Investment Advisors, LLC (BIRMINGHAM MI)
PA
11/03/2016 - 03/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST CONSHOHOCKEN PA)
PA
08/19/2015 - 07/27/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
06/23/2014 - 08/13/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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