Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Wayne Benson is a financial advisor with Fidelity Personal AND Workplace Advisors. Colin is a registered investment advisor representative with the state of Texas, and is also licensed to offer securities products and services. Colin has been in the financial services industry since 2013 and has a broad range of experience in helping individuals and families achieve their financial goals. Colin's specializations include financial planning, portfolio management, selection of other advisors, educational seminars, and portfolio management for businesses. Colin is dedicated to providing clients with personalized financial guidance and working with them to develop a comprehensive financial plan that meets their unique needs and objectives.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
05/30/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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