Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Wren is a financial advisor currently working with LPL Financial LLC. Colin has over 30 years of experience in the financial services industry. Colin has a Series 7, Series 63, and Series 65 licenses. Colin's previous employers include Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Colin provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Colin has over $168,915 in assets under management. Colin has a strong commitment to providing personalized financial advice and helping clients achieve 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.
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.
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2
CA
06/28/2022 - Present
LPL Financial LLC (CARLSBAD CA)
CA
08/01/2008 - 07/05/2022
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
CA
10/04/2002 - 08/22/2008
UBS FINANCIAL SERVICES INC. (CARLSBAD CA)
MO
12/05/1996 - 10/17/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/06/1991 - 12/06/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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