Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen O'Leary is a financial professional with experience in the industry. Colleen is currently registered with Lincoln Financial Distributors, Inc. Colleen has a Series 7 and a Securities Industry Essentials license.
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.
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2
IN
04/30/2012 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
02/23/2011 - 05/04/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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