Unclaimed
Colin Davis Cissne is a financial advisor with Private Advisor Group, LLC, based in Morristown, NJ. Colin has been in the financial services industry since 2007, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Colin specializes in providing financial planning, portfolio management, and investment advisory services. Colin is a registered representative with FINRA and holds the Series 7, Series 6, Series 63, and Series 65 licenses. Colin is also a registered investment advisor with the state of Pennsylvania.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/02/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
06/24/2013 - 11/29/2016
JANNEY MONTGOMERY SCOTT LLC (BLUE BELL PA)
PA
03/09/2012 - 05/02/2013
MORGAN STANLEY (JENKINTOWN PA)
PA
09/29/2009 - 01/26/2012
NATIONWIDE SECURITIES, LLC (PHILADELPHIA PA)
PA
08/01/2007 - 02/06/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 04/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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