Unclaimed
Colin McGlynn is an investment advisor representative associated with Cetera Investment Advisers LLC in Greenwood Village, CO. Colin has been in the industry since June 2015 and is currently registered with the state of Colorado. Colin has passed the Series 63 and 66 exams and has worked with Fidelity Brokerage Services LLC, University of Colorado at Boulder, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, and Cetera Investment Advisers LLC. Colin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
CO
09/19/2024 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
Active
Inactive
Not sure Colin McGlynn is the right advisor for you? Invested Better is here to help.