Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Walsh is a financial advisor with over 20 years of experience in the industry. She is currently registered with Fmsbonds, Inc. and has previously worked with Citigroup Global Markets Inc. Colleen holds multiple licenses including Series 7, Series 63, Series 52TO and the SIE exam. She is licensed in 22 states across the country and specializes in municipal securities.
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.
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.
1
2
FL
06/08/2017 - Present
Fmsbonds, Inc. (BOCA RATON FL)
IL
12/12/2000 - 06/14/2017
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Colleen Walsh is the right advisor for you? Invested Better is here to help.
