Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Callahan is a financial advisor with over 30 years of experience in the industry. Colleen is registered to provide investment advice in 11 states and holds several licenses, including Series 63, Series 7 and the SIE. Colleen is affiliated with Lincoln Investment and Capital Analysts. In addition to her financial advisory services, Colleen is also an insurance agent.
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.
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.
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CA
06/01/2012 - Present
Lincoln Investment (SAN DIEGO CA)
CA
06/22/1988 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SAN DIEGO CA)
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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