Unclaimed
Colin Guimin Feng is an investment advisor representative with Equitable Advisors, LLC in FORT MYERS, FL. Colin has been in the industry since 2005 and has a broad range of experience, holding licenses for both securities and investment advisory services. Colin has earned the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Colin is also a Board Member and Treasurer of the CHIAO TONG UNIV. ALUMNI FOUNDATION OF AMERICA. Colin has a strong focus on providing financial planning services for individuals and businesses.
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.
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2
FL
09/01/2016 - Present
Equitable Advisors, LLC (FORT MYERS FL)
FL
07/27/2007 - 02/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (FORT MYERS FL)
CT
03/02/1998 - 03/06/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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