Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Svend Larsen is a financial advisor with Mariner Wealth. Colin has been in the financial services industry for over 20 years. Colin holds Series 7, Series 63, Series 65 and SIE licenses and is a Certified Financial Planner. Colin has previously worked with Colton Groome & Co., VALMARK SECURITIES, INC., Colton Groome Financial Advisors, LLC, and VALMARK ADVISORS, INC. Colin specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Colin serves high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, individuals other than high net worth, insurance companies, banking or thrift institutions, and state or municipal government entities.
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.
Family office services
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.
1
2
AL
08/22/2023 - Present
Mariner Wealth (Birmingham AL)
NC
06/07/2004 - 09/16/2020
VALMARK SECURITIES, INC. (ASHEVILLE NC)
NY
07/28/2000 - 12/04/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 08/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Colin Larsen is the right advisor for you? Invested Better is here to help.
