Unclaimed
Colin Fry is a financial advisor with Cetera Investment Advisers LLC. Colin has over 5 years of experience in the financial services industry. He is a registered representative and investment advisor representative in Pennsylvania and several other states. Colin holds the Series 7TO, SIE, and Series 66 licenses. He provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors to clients. Colin previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Colin is also involved with Orrstown Bank and Coy Library of Shippensburg.
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.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CHAMBERSBURG PA)
PA
02/13/2019 - 09/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMBERSBURG PA)
BOTH
Issued 04/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Colin Fry is the right advisor for you? Invested Better is here to help.