Unclaimed
Colin Haueter is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc. Colin is a licensed professional offering a range of financial services, including portfolio management, financial planning, and educational seminars. Colin has been working in the financial industry since 2020 and currently holds registrations in Idaho and Texas, as well as several other states for securities and investment advisory services. Prior to joining Raymond James Financial Services Advisors, Inc., Colin worked with Northwestern Mutual Investment Services, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
03/18/2024 - Present
Raymond James Financial Services Advisors, Inc. (Eagle ID)
ID
03/06/2020 - 09/25/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NAMPA ID)
BOTH
Issued 03/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Colin Haueter is the right advisor for you? Invested Better is here to help.