Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Welton is a financial advisor with over 20 years of experience in the industry. Colin is currently registered with Voya Retirement Advisors, LLC. Colin has held previous positions with MML INVESTORS SERVICES, LLC and PRINCOR FINANCIAL SERVICES CORPORATION. Colin has a broad range of experience, including investment advisory services and portfolio management for individuals.
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.
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.
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2
IN
07/14/2023 - Present
Voya Retirement Advisors, LLC (INDIANAPOLIS IN)
IN
04/21/2006 - 06/01/2015
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
01/07/2003 - 01/26/2006
PRINCOR FINANCIAL SERVICES CORPORATION (INDIANAPOLIS IN)
BOTH
Issued 06/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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