Unclaimed
Colin John Rennich is a financial advisor with over 20 years of experience in the industry. Colin has a strong background in investment advisory services, portfolio management, and financial planning. Colin is currently a Vice President, Advisory Consultant at Parnassus Investments, LLC. Prior to joining Parnassus, Colin worked at Foreside Fund Services, LLC and Unified Financial Securities, LLC. Colin holds Series 7, Series 63, and Series 66 licenses as well as the SIE exam. Colin is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/26/2024 - Present
Parnassus Investments, LLC (SAN FRANCISCO CA)
IL
09/22/2016 - 05/24/2022
FORESIDE FUND SERVICES, LLC (Chicago IL)
IN
06/06/2012 - 09/13/2016
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
IL
10/19/2009 - 04/09/2012
PRINCOR FINANCIAL SERVICES CORPORATION (LOMBARD IL)
IL
07/21/2003 - 10/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BARRINGTON IL)
MN
07/21/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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