Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Wymer is a financial advisor with LPL Financial LLC, an independent broker-dealer. Colin has been in the financial industry since 2019 and has a Series 7TO, Series 63, and Series 65 licenses. Colin works with individuals, families, businesses, and retirement plans. Colin offers a variety of financial services including financial planning, investment management, and retirement planning. Colin is committed to providing his 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
02/11/2022 - Present
LPL Financial LLC (KENT OH)
BC
Issued 10/30/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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