Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Taylor Burgess is a financial advisor registered with Janney Montgomery Scott LLC. Colin has over 20 years of experience in the financial services industry. Colin is a Certified Financial Planner and holds the Series 63, Series 7 and SIE licenses. Colin has worked for several firms during his career, including Citigroup Global Markets Inc., Legg Mason Investor Services, LLC and Legg Mason Wood Walker, Incorporated. Colin Burgess is registered to provide investment advice in 33 states.
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.
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.
Fee plus commission
1
2
PA
11/10/2010 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
11/17/2006 - 04/21/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
12/01/2005 - 11/21/2006
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
01/07/2002 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 02/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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