Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Elizabeth Maldonado is a financial advisor with Creative Planning. Colleen has been in the financial services industry since 2004. Colleen holds Series 6, 7, 31, 63, and 66 licenses. She also holds the Certified Financial Planner designation. Colleen has experience working with individuals, high net worth individuals, corporations, trusts, endowments, and charitable organizations. Colleen is committed to providing her clients with personalized financial advice and planning solutions.
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
CO
04/02/2020 - Present
Creative Planning (LITTLETON CO)
AZ
07/29/2016 - 10/12/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TUCSON AZ)
DC
11/11/2015 - 05/24/2016
E*TRADE SECURITIES LLC (WASHINGTON DC)
VA
08/11/2011 - 01/26/2015
FIDELITY BROKERAGE SERVICES LLC (ALEXANDRIA VA)
AZ
05/07/2010 - 06/27/2011
MORGAN STANLEY SMITH BARNEY (TUCSON AZ)
AZ
05/16/2007 - 04/26/2010
MML INVESTORS SERVICES, INC. (TUCSON AZ)
AZ
12/16/2004 - 11/16/2006
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
BOTH
Issued 06/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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