Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin McDonnell is a financial advisor with Valic Financial Advisors, Inc. in Eugene, Oregon. Colin has been in the financial industry since 2004 and has been with Valic Financial Advisors, Inc. since that time. Colin holds the Series 6, Series 63 and Series 65 licenses, and the SIE exam. Colin specializes in helping individuals and corporations with financial planning, selection of other advisors, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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OR
04/12/2022 - Present
Valic Financial Advisors, Inc. (EUGENE OR)
IA
Issued 04/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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