Unclaimed
Colin Murray is a financial advisor registered with GWN Securities Inc. and is also a Registered Investment Advisor. Colin is a CERTIFIED FINANCIAL PLANNER™ professional with more than 14 years of experience in the securities industry. His current focus is to develop strategic partnerships with property and casualty insurance agencies and provide fixed insurance and annuity sales. Colin specializes in providing financial planning, market timing services, selection of other advisors and portfolio management for individuals.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/01/2019 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
RI
09/27/2017 - 07/31/2019
NATIONWIDE SECURITIES, LLC (GREENVILLE RI)
RI
01/31/2017 - 09/08/2017
SANTANDER SECURITIES LLC (PROVIDENCE RI)
RI
08/03/2012 - 01/03/2017
CITIZENS SECURITIES, INC. (BARRINGTON RI)
RI
04/17/2008 - 08/10/2012
NYLIFE SECURITIES LLC (PROVIDENCE RI)
BOTH
Issued 11/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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