Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Killeen Galushko is a financial advisor registered with Moneco Advisors, LLC in Connecticut. Colleen has been a registered financial advisor since 1999 and has over 24 years of experience in the financial services industry. Colleen is registered to offer investment advisory services in Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, Oklahoma and South Carolina. Colleen specializes in providing financial planning, investment management, and insurance services to individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Lpl financial sponsored advisory programs
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.
A percentage of the total value of assets under management is charged.
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CT
09/06/2019 - Present
Moneco Advisors (FAIRFIELD CT)
MA
10/20/2004 - 03/02/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/13/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
06/14/2001 - 03/29/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
10/01/2000 - 06/05/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/25/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
03/22/1999 - 09/27/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
IA
Issued 06/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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