Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Wilcox is a financial advisor with Performance Trust Capital Partners, LLC. Colin has been in the securities industry for over 3 years. Colin holds Series 7TO, SIE, and Series 63 licenses. Colin's primary registration is in New York and Illinois. Colin was previously registered with Stifel, Nicolaus & Company, Incorporated and Equitable Advisors, 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.
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.
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2
NY
07/22/2024 - Present
Performance Trust Capital Partners, LLC (New York NY)
NY
09/27/2022 - 07/26/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HAUPPAUGE NY)
NY
09/22/2020 - 04/07/2022
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
BC
Issued 10/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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