Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Abate is a financial advisor with over 5 years of experience in the industry. Colleen is a Certified Financial Planner™ professional and is registered with LPL Financial LLC in the state of Kentucky. Colleen is also registered with the following states: California, District of Columbia, Florida, Illinois, Indiana, Kentucky, Ohio. Previously Colleen was registered with Ameriprise Financial Services, LLC. Colleen provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
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KY
02/28/2024 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
11/15/2018 - 03/07/2024
AMERIPRISE FINANCIAL SERVICES, LLC (LOUISVILLE KY)
BC
Issued 12/19/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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