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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Mary Parkhurst is a financial advisor registered with Wells Fargo Clearing Services, LLC. Colleen has been in the securities industry for over 20 years and has experience providing investment advice to individuals, corporations, and institutions. Colleen's expertise includes financial planning, portfolio management, and investment consulting. Colleen holds Series 7, 66, and SIE licenses and is registered with the Securities and Exchange Commission (SEC) and in several states. Colleen's clients include individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Colleen provides investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/06/2004 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
BOTH
Issued 06/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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