Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin McCoy is a financial advisor with over 30 years of experience in the industry. Colin is a registered representative of Cetera Investment Advisers LLC and holds Series 6, 7, 24, 26, 63, and 65 licenses. He is also a registered investment advisor in Colorado and Texas. Colin has worked with a variety of clients, including individuals, businesses, and institutions. He is committed to providing personalized financial advice to help his clients achieve their financial goals. Colin is an active member of the community. Colin is also a member of the National Association of Insurance and Financial Advisors.
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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CO
08/10/2023 - Present
Cetera Investment Advisers LLC (CENTENNIAL CO)
CO
01/22/1992 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Centennial CO)
IA
Issued 8/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 1/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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