Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Faulk is a financial advisor registered with Quotient Wealth Partners, LLC. Colin has been in the industry since 2019 and has experience with Equitable Advisors, LLC and Goldman Sachs. Colin holds the Series 63, Series 66, Series 7TO and SIE licenses. Colin is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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
05/22/2024 - Present
Quotient Wealth Partners, LLC (DALLAS TX)
TX
06/13/2022 - 10/13/2023
GOLDMAN SACHS & CO. LLC (HOUSTON TX)
TX
05/21/2019 - 11/09/2021
EQUITABLE ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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