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Colleen Marie Etue

Alight Financial Advisors, LLC

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About Colleen Marie Etue

Colleen Etue is a financial advisor with Alight Financial Advisors, LLC. Colleen has over 16 years of experience in the financial services industry. Colleen is registered with the state of Michigan and North Carolina. Colleen holds the Series 7 and Series 66 licenses. Colleen's specializations include providing financial advice to individuals, high-net-worth individuals, and corporations.

Firm Information

Colleen Etue is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees and related services

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Colleen Etue’s Registration & Firm History

MI

06/12/2024 - Present

Alight Financial Advisors, LLC (Traverse City MI)

NY

03/18/2019 - 05/06/2024

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

MI

04/20/2017 - 03/08/2019

J.P. MORGAN SECURITIES LLC (TRAVERSE CITY MI)

MI

10/23/2014 - 07/22/2016

MORGAN STANLEY (TRAVERSE CITY MI)

MI

05/31/2011 - 09/12/2014

THE HUNTINGTON INVESTMENT COMPANY (TRAVERSE CITY MI)

MI

06/07/2007 - 06/07/2011

EDWARD JONES (TRAVERSE CITY MI)

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Licenses & Designations

BOTH

Issued 07/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Colleen Marie Etue. Review regulatory record here.
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