Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Robb Peldo is a registered investment advisor with LPL Financial LLC. Colin has over 23 years of experience in the financial services industry. Colin has a Series 7, Series 31, and Series 63 licenses. Colin provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Colin has served clients from several locations, including Sheridan, Gillette, and Laramie.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WY
11/29/2017 - Present
LPL Financial LLC (SHERIDAN WY)
WY
07/03/2008 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (SHERIDAN WY)
WY
05/17/2006 - 07/01/2008
BANCWEST INVESTMENT SERVICES, INC. (GILLETTE WY)
WY
01/06/2006 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (SHERIDAN WY)
WY
01/17/2000 - 01/18/2006
CITIGROUP GLOBAL MARKETS INC. (SHERIDAN WY)
IA
Issued 03/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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