Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Margellos is a financial advisor registered with Cetera Investment Advisers LLC. Colin has been working in the financial services industry since June 2017. Colin is currently registered with the state of Iowa as a Registered Agent. Colin has passed the Series 7TO and SIE exams. Colin is based in Sioux City, IA. Colin specializes in working with individuals, families, and small businesses.
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.
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IA
10/23/2024 - Present
Cetera Investment Advisers LLC (SIOUX CITY IA)
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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