Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Canavan is a financial advisor with Vanguard Advisers, Inc. Colin is based in Scottsdale, AZ and has been in the industry since 2003. Colin holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE designation and the Certified Financial Planner designation. Colin has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Colin also works with a wide range of pooled investment vehicles, including mutual funds and ETFs. Colin has worked for Vanguard Advisers, Inc. since 2016. Colin previously worked for Woodbury Financial Services, Inc. and H&R Block Financial Advisors, Inc. Colin is registered in 53 states and the District of Columbia. Colin also works for Canavan Investments LLC, a rental property business that Colin owns.
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.
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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2
AZ
12/20/2010 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
MN
11/27/2001 - 01/02/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MI
12/05/2000 - 11/20/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 09/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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