Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Laudermilch is a registered representative with Vanguard Advisers, Inc. Colleen has been in the financial services industry since 2000. Colleen is registered in 53 states, and is also a registered investment advisor in Arizona and Texas. Colleen has passed the Series 6, 7, 63 and 66 exams. Colleen specializes in financial planning, portfolio management for businesses, and individuals. Colleen works with a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/01/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
PA
09/07/2011 - 07/20/2016
COASTAL EQUITIES, INC. (CHESTER SPRINGS PA)
CT
04/19/2004 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
CT
04/09/1994 - 08/19/1997
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
VA
08/31/1993 - 12/09/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
CT
10/21/1991 - 07/12/1993
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 09/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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