Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Coyle Cowan is a financial advisor with Truist Advisory Services, Inc. Colleen has been in the financial services industry since 2001. Colleen is registered with the state of Florida and is also a Registered Investment Advisor. Colleen has a broad range of experience in the financial services industry. She has worked with a variety of clients, including individuals, businesses, and institutions. Colleen has a strong understanding of financial markets and a commitment to providing her clients with personalized advice and guidance. Colleen is a Series 7, Series 31, and Series 63 licensed advisor, and holds the SIE designation.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
08/24/2016 - Present
Truist Advisory Services, Inc. (MIRAMAR FL)
FL
04/02/2008 - 06/19/2012
WELLS FARGO ADVISORS, LLC (HOLLYWOOD FL)
FL
07/27/2004 - 04/03/2008
MORGAN KEEGAN & COMPANY, INC. (PLANTATION FL)
TN
02/06/2003 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
01/30/2002 - 02/27/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/24/2001 - 12/19/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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