Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Mary Oshaughnessy is a financial advisor in PORT WING, WI. Colleen has been a registered representative since December 1998 and has been providing investment advice since then. Colleen is registered with Verus Capital Partners, LLC, which is a registered investment advisor. Colleen has been with Verus Capital Partners, LLC since December 2014 and has provided services to individuals, businesses, and pension plans. Prior to Verus Capital Partners, LLC, Colleen has also worked with Securities America, Inc., MetLife Securities Inc., and AXA Advisors, LLC. Colleen specializes in providing financial planning, pension consulting, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
WI
01/09/2015 - Present
Verus Capital Partners, LLC (PORT WING WI)
AZ
12/19/2014 - 10/29/2020
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
03/06/2009 - 01/05/2015
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
12/17/1998 - 03/09/2009
AXA ADVISORS, LLC (SCOTTSDALE AZ)
NY
12/17/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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