Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Maloney is a financial advisor registered with Edward Jones. Colleen has been in the industry for 17 years and is also a registered Investment Advisor. Colleen has a strong track record of success, having earned several industry designations. Colleen is dedicated to helping clients achieve their financial goals and providing them with personalized advice. Colleen has worked at Edward Jones since 2016. Prior to that Colleen worked at ING Financial Partners, Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company.
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.
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.
See schedule d - miscellaneous
1
2
IN
06/24/2016 - Present
Edward Jones (Fort Wayne IN)
IN
09/29/2011 - 02/28/2012
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
IN
05/01/2007 - 03/02/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
06/19/2000 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/19/2000 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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