Unclaimed
Colin Krafft is a financial advisor with LPL Financial LLC. Colin has been in the financial services industry since September 14, 2014. Colin holds the Series 6, 7, 24, 26, 51 and 63 securities licenses, and the Series 65 investment advisor license. Colin has experience working with high net worth individuals, corporations, and other businesses. Colin also provides financial planning services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
08/17/2021 - Present
LPL Financial LLC (West Hartford CT)
CT
06/20/2019 - 08/24/2021
CETERA INVESTMENT SERVICES LLC (EAST HARTFORD CT)
CT
09/15/2014 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (E. HARTFORD CT)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/15/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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