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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Figueroa is an investment advisor representative with Osaic Wealth, Inc., and has been in the financial industry since March 2011. Colin has experience with providing financial advice to a variety of clients, including high net worth individuals, corporations, and retirement plans. Colin is also a registered investment advisor representative in multiple states. Colin currently holds the Series 63, 65, and 7 securities licenses, as well as the SIE exam. Colin specializes in financial planning, portfolio management, and pension consulting. Colin is a member of the National Association of Personal Financial Advisors.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (Cresskill NJ)
NJ
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Cresskill NJ)
NJ
11/15/2016 - 07/11/2018
CAPITAL ONE INVESTING, LLC (Ridgewood NJ)
NJ
07/31/2012 - 11/07/2016
MORGAN STANLEY (PARAMUS NJ)
NY
01/26/2011 - 06/20/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
IA
Issued 08/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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