Unclaimed
Colin Michael McNulty is a registered representative with Cambridge Investment Research Advisors, Inc. Colin McNulty has over 7 years of experience in the financial services industry. Colin McNulty is registered in 11 states and is licensed as an Investment Advisor Representative in Virginia. Colin McNulty's previous employment was with OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC. Colin McNulty has passed the Series 6, Series 63, Series 65 and SIE exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
08/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
11/02/2018 - 08/03/2023
OSAIC WEALTH, INC. (VIRGINIA BEACH VA)
VA
08/02/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (VIRGINIA BEACH VA)
IA
Issued 09/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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