Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Roy is a financial advisor in Orlando, Florida who specializes in providing financial planning and portfolio management for individuals and businesses. Colin has been working in the financial industry since February 2024 and is registered with Florida Financial Advisors, LLC. Colin has a Series 65 license, which allows him to provide investment advice, and Series 6TO and SIE licenses, which allow him to sell variable contracts. Colin has worked with a variety of clients, including high net worth individuals and individuals other than high net worth. 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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
10/02/2024 - Present
Florida Financial Advisors, LLC (Orlando FL)
IA
Issued 01/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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