Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Hamilton Smith is a financial advisor registered with MML Investors Services, LLC. Colin has been in the financial services industry for over 17 years and holds the Series 7 and Series 66 securities licenses. Colin is licensed to provide investment advisory services in Connecticut, Massachusetts, New Hampshire, and New York. Colin is a partner in Smith, Watson & Company, LLP, a CPA and tax preparation firm, and a managing member of Bow Wow Road LLC, a rental property business. Colin has experience working with a variety of client types, including individuals, businesses, and trusts. Colin is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (GREAT BARRINGTON MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREAT BARRINGTON MA)
MA
12/13/2012 - 01/02/2015
NEW ENGLAND SECURITIES (GREAT BARRINGTON MA)
MA
10/31/2005 - 12/14/2012
1ST GLOBAL CAPITAL CORP. (GREAT BARRINGTON MA)
BOTH
Issued 01/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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