Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Burgess is a financial advisor with over 14 years of experience in the financial services industry. She is registered with the Securities and Exchange Commission (SEC) and holds multiple licenses, including the Series 6, 7, and 63. Colleen is a Registered Representative with The Huntington Investment Co. Colleen previously worked with WELLS FARGO ADVISORS, LLC, PNC INVESTMENTS and CHASE INVESTMENT SERVICES CORP. Colleen specializes in financial planning for individuals and businesses and has a passion for helping clients achieve their financial goals. Colleen is a committed professional dedicated to providing personalized financial guidance and investment strategies tailored to meet the unique needs of each client.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WV
09/28/2020 - Present
THE Huntington Investment Co. (WEIRTON WV)
WV
07/11/2011 - 03/18/2015
WELLS FARGO ADVISORS, LLC (WHEELING WV)
OH
12/23/2009 - 06/30/2011
PNC INVESTMENTS (CADIZ OH)
WV
05/26/2008 - 12/07/2009
CHASE INVESTMENT SERVICES CORP. (WHEELING WV)
IA
Issued 09/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Colleen Burgess is the right advisor for you? Invested Better is here to help.
