Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Preetham Colaco is a registered Investment Advisor Representative with Fisher Investments, a firm with offices in Plano, Texas. Colin has been in the financial services industry for over 19 years, and has experience in a variety of areas, including investment management, financial planning, and portfolio management. Colin has also held prior positions with HILLTOP SECURITIES INC. and FIRST SOUTHWEST COMPANY, LLC. Colin holds Series 63, 65, 7, 50 and SIE licenses. Colin is a registered investment advisor representative in Texas. Colin has experience working with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, corporations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/12/2024 - Present
Fisher Investments (PLANO TX)
TX
01/22/2016 - 08/23/2018
HILLTOP SECURITIES INC. (Dallas TX)
TX
09/30/2005 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (DALLAS TX)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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