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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Hartmon Bollom is a financial advisor with Commonwealth Financial Network, located in Woodbury, Minnesota. Colleen has been working in the financial industry since 1996. Colleen is registered with the state of Minnesota as a Registered Representative (RR) and an Investment Adviser Representative (IAR). Colleen is also registered with the Financial Industry Regulatory Authority (FINRA) as an RR. Colleen holds the Series 63, Series 65, Series 7, and SIE licenses. Colleen has experience providing financial advice to individuals, corporations, businesses, and other entities. Colleen also has experience providing financial planning services and portfolio management. Colleen is committed to providing her clients with the highest quality of financial advice and service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/21/2013 - Present
Commonwealth Financial Network (Woodbury MN)
MN
08/12/2006 - 11/29/2007
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
10/17/1996 - 08/12/2006
PIPER JAFFRAY & CO. (ST PAUL MN)
IA
Issued 10/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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