Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Patrick McGraw is a financial advisor with over 2 years of experience in the industry. Colin McGraw is currently registered with Wealth Enhancement Advisory Services, LLC, and has previously held registrations with Cetera Advisors LLC and OneAmerica Securities, Inc. Colin McGraw holds Series 63 and Series 65 licenses as well as Series 7TO and SIE licenses. Colin McGraw works with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Colin McGraw provides financial planning, portfolio management, and other investment advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
02/16/2023 - 04/09/2024
CETERA ADVISORS LLC (GLENDORA CA)
CA
02/13/2021 - 02/16/2023
ONEAMERICA SECURITIES, INC. (Valencia CA)
IA
Issued 10/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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