Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Casey is a financial advisor with over 15 years of experience in the industry. Colin is currently registered with Newedge Advisors, an independent investment advisor firm. Colin previously worked with LPL Financial and Cetera Advisor Networks. Colin is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 licenses. Colin specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Colin provides financial planning, investment management, and selection of other advisors to help clients reach their financial goals.
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.
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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2
MI
06/10/2024 - Present
Newedge Advisors (Troy MI)
MI
01/17/2017 - 06/10/2024
CETERA ADVISOR NETWORKS LLC (TROY MI)
MI
08/15/2016 - 01/19/2017
LPL FINANCIAL LLC (BINGHAM FARMS MI)
MI
12/03/2008 - 02/24/2016
LPL FINANCIAL LLC (ST. CLAIR SHORES MI)
MI
07/15/2008 - 10/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
BOTH
Issued 08/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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