Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Robert Peck is a financial professional who is active in the financial services industry. Colin Peck is currently registered with Cetera Investment Advisers LLC in Texas. Prior to that, Colin Peck was registered with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Colin Peck is registered with the state of Texas. Colin Peck holds the following securities licenses: Series 7, Series 66, and SIE. Colin Peck's background includes experience with DV Trading and Bank of America, N.A.. Colin Peck's registration is currently active and in good standing. Colin Peck is a registered investment advisor representative. Colin Peck also operates a business called Totus Wealth Management.
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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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (LAKEWAY TX)
TX
01/29/2019 - 12/07/2022
WELLS FARGO CLEARING SERVICES, LLC (BEE CAVE TX)
TX
04/05/2017 - 01/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 05/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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