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 Schueneman is a financial advisor registered with Osaic Wealth, Inc. Colleen has been in the financial services industry since 1994 and is licensed in multiple states including Florida, Michigan, and more. Colleen offers financial planning services for individuals, businesses, and pension consulting. She is also active in the community and serves as a board member for the RAGS Remembered Foundation.
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.
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
MI
08/05/2024 - Present
Osaic Wealth, Inc. (Troy MI)
MI
09/01/2017 - 09/03/2024
EQUITY SERVICES, INC. (TROY MI)
MI
07/16/2013 - 04/24/2017
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
IL
09/16/2004 - 01/28/2013
METLIFE SECURITIES INC. (OAK BROOK IL)
IL
09/16/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
NY
10/25/1996 - 10/06/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
06/04/1996 - 11/04/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
10/13/1995 - 07/03/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/13/1995 - 07/03/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
09/01/1993 - 10/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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