Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Drew Wetzel is a financial advisor at Raymond James Financial Services Advisors, Inc. Colin has been in the industry since 2012 and holds the Series 6, 7, 63 and 66 licenses. Colin is registered in 24 states and has worked previously at Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, and Pruco Securities, LLC. Colin specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses and education seminars. Colin also provides hourly and fixed-rate consultations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
12/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (State College PA)
PA
04/04/2018 - 10/08/2021
MORGAN STANLEY (State College PA)
PA
10/30/2014 - 03/08/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ALTOONA PA)
PA
01/14/2013 - 05/15/2014
WELLS FARGO ADVISORS, LLC (HOLLIDAYSBURG PA)
PA
11/05/2011 - 11/16/2012
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
BOTH
Issued 03/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Colin Wetzel is the right advisor for you? Invested Better is here to help.
