Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Ann Schon is a financial advisor with over 30 years of experience in the industry. Colleen has a wide range of experience, having worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Raymond James & Associates, Inc. in 2005. Colleen is licensed in several states and holds various licenses and certifications, including Series 6, 7, 63 and 65. Colleen works with a wide range of clients, including individuals, families, businesses and non-profit organizations. Colleen provides various services to clients, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
MI
09/22/2006 - Present
Raymond James & Associates, Inc. (CLARKSTON MI)
NJ
06/21/1994 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/19/1990 - 06/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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