Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Reilly is a financial advisor with over 18 years of experience in the financial services industry. Colin has a diverse background, having worked at firms like Citigroup Global Markets Inc, Northwestern Mutual Investment Services, LLC, and U.S. Bancorp Investments, Inc. Colin is currently registered with Fidelity Personal And Workplace Advisors. Colin specializes in providing financial planning, portfolio management and investment advice to individuals, families, and businesses. Colin is committed to helping clients 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.
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
TX
08/30/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
MN
01/11/2019 - 04/26/2021
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
02/20/2018 - 12/20/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
MN
01/21/2016 - 08/31/2017
CITIGROUP DERIVATIVES MARKETS INC. (MINNETONKA MN)
NY
09/18/2003 - 08/31/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/11/2001 - 10/02/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 57 - Securities Trader Exam
BC
Issued 02/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2004
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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