Unclaimed
Colleen Casey is a financial advisor with TPG Capital BD, LLC. Colleen has been working in the financial industry since 1999 and has a Series 7, Series 63 and SIE licenses. Colleen is registered in 49 states. Colleen previously worked at Angelo, Gordon & Co., L.P. in New York, NY.
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.
1
2
TX
03/04/2024 - Present
TPG Capital BD, LLC (FORT WORTH TX)
NY
08/11/1999 - 01/16/2004
ANGELO, GORDON & CO., L.P. (NEW YORK NY)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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