Unclaimed
Colleen Dudley is a registered representative with Aon Securities LLC. Colleen has been in the financial services industry since 1999 and is registered in Georgia and Ohio. She holds the Series 6, Series 63, and SIE licenses. Colleen was previously employed by M Holdings Securities, Inc. and Mutual Service Corporation.
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.
Fairness opinions
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.
1
2
GA
08/21/2002 - Present
AON Securities LLC (Atlanta GA)
OR
12/05/2000 - 07/23/2002
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
03/05/1999 - 12/05/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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