Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin James Tooey is an investment advisor representative at Cetera Investment Advisers LLC, located in Canonsburg, PA. Colin has been in the industry since November 2020 and holds both Series 63 and Series 65 licenses. Colin also has a Series 7 license, which enables them to provide a full range of investment services to clients. Colin specializes in working with individuals, businesses, corporations, and pension and profit-sharing plans. Cetera Investment Advisers LLC provides a variety of financial planning, portfolio management, and other advisory services to clients. Colin is committed to providing his clients with personalized advice and guidance to help them reach 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.
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
05/02/2023 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
02/18/2022 - 03/31/2023
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
PA
10/12/2020 - 01/14/2022
NYLIFE SECURITIES LLC (PITTSBURGH PA)
IA
Issued 11/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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