Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Haddad has been in the financial services industry since 1995. Colleen is currently registered with State Street Global Markets, LLC in Massachusetts and New Jersey. Colleen has previously been registered with BNY Mellon Securities Corporation, UBS Paine Webber Inc., Prudential Investment Management Services LLC, and Prudential Securities Incorporated. Colleen holds the Series 63, 65, 7, and SIE licenses.
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
MA
08/15/2024 - Present
State Street Global Markets, LLC (BOSTON MA)
NY
05/22/2001 - 06/21/2023
BNY MELLON SECURITIES CORPORATION (NEW YORK NY)
NJ
02/04/1997 - 05/21/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
01/01/1997 - 02/12/1997
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
08/05/1994 - 01/01/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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