Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Dotson has been in the financial services industry since January 2005. Currently, Colleen is registered with Cetera Investment Services LLC, and is based in Dublin, Ohio. Prior to that, Colleen was registered with MML Investors Services, LLC. Colleen holds the Series 6, 7, and SIE licenses.
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.
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.
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2
OH
06/01/2022 - Present
Cetera Investment Services LLC (DUBLIN OH)
OH
03/25/2017 - 05/11/2022
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
01/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
01/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DUBLIN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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