Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Konieczka is a registered representative of Wells Fargo Advisors Financial Network, LLC. Colleen has been working in the financial services industry since 1996. Colleen is currently registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Minnesota, Mississippi, Missouri, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Texas, Virginia, Washington and Wisconsin. Colleen specializes in working with insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and other types of clients. Colleen has a long history of providing investment advice and wealth management services to individuals and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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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2
MO
06/09/2010 - Present
Wells Fargo Advisors Financial Network, LLC (KANSAS CITY MO)
MO
01/01/2008 - 05/14/2010
WELLS FARGO ADVISORS, LLC (LIBERTY MO)
MO
03/05/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LIBERTY MO)
TX
05/23/1997 - 03/03/2003
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MO
11/29/1995 - 03/17/1997
DST SECURITIES, INC. (KANSAS CITY MO)
BOTH
Issued 03/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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