Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Brennan is a financial advisor who has been in the industry since 2015. Colin is currently registered with Fidelity Personal AND Workplace Advisors and is licensed to provide financial advice in Illinois and Texas. Colin has successfully passed the Series 66, Series 7 and SIE exams. Colin is a Certified Financial Planner and specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Mutual Funds. Colin has experience with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations and pension plans.
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.
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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IL
08/14/2019 - Present
Fidelity Personal AND Workplace Advisors (HIGHLAND PARK IL)
BOTH
Issued 11/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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