Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen McNulty is a financial advisor who has been in the industry since March 11, 2010. Colleen is currently registered with Kestra Advisory Services, LLC, and has been with the firm since June 20, 2017. Colleen specializes in retirement planning and offers investment advisory services through Kestra Advisory Services, LLC. Colleen holds Series 6, 7, 63 and 65 licenses, and has a strong track record of helping clients achieve their financial goals. Colleen is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.
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.
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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2
MA
06/20/2017 - Present
Kestra Advisory Services, LLC (Norwell MA)
MA
09/28/2016 - 06/06/2017
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
MA
11/21/2013 - 09/29/2016
VOYA RETIREMENT ADVISORS, LLC (BRAINTREE MA)
MA
03/11/2013 - 11/21/2013
ING FINANCIAL PARTNERS, INC. (BRAINTREE MA)
MA
02/22/2010 - 02/27/2013
NFP SECURITIES, INC. (NORWELL MA)
IA
Issued 12/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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