Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Zukowski is a financial professional with over 11 years of experience in the securities industry. Colleen is currently registered with David Lerner Associates, Inc. in New York. Colleen holds the Series 7, Series 63, 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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NY
06/09/2011 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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