Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Peter Creegan is a financial advisor with over 17 years of experience in the financial industry. Colin has been registered with Ameriprise Financial Services, LLC since July 2022 and previously worked with American Enterprise Investment Services Inc. and Ameriprise Financial Services, Inc.. Colin holds the Series 7, 55, 57TO, and SIE licenses and has experience working with high-net-worth individuals, corporations, trusts, and pension plans. Colin offers a variety of financial services including financial planning, portfolio management, and asset allocation 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
MN
07/20/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
04/25/2008 - 05/28/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/10/2007 - 04/23/2008
EDWARD JONES (WOODBURY MN)
MN
08/29/2006 - 09/11/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/26/2005 - 07/31/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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