Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Bosak is a financial advisor who is currently registered with Cetera Investment Advisers LLC. Colin has been working in the financial services industry since 2021 and has experience working with a variety of clients. Colin is licensed to provide investment advice in Florida and Pennsylvania. Colin is also a Series 66, Series 7, and SIE licensed representative, making Colin well-equipped to provide comprehensive financial services to clients. Colin is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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
08/09/2023 - Present
Cetera Investment Advisers LLC (FORT MYERS FL)
FL
06/12/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
03/14/2023 - 05/11/2023
HORNOR, TOWNSEND & KENT, LLC (BOCA RATON FL)
BOTH
Issued 6/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 6/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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