Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Lenard is a financial advisor registered with LPL Financial LLC. Colleen has been working in the financial industry since 1994. Colleen holds the Series 6, 7, and 63 securities licenses and the Series 65 investment advisor license. Colleen is also registered in 22 states and has a total of 20 approved state registrations. Colleen is licensed to provide investment advisory services in Texas and Washington. In addition to LPL Financial LLC, Colleen has previously been associated with Waddell & Reed.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
07/21/2021 - Present
LPL Financial LLC (VANCOUVER WA)
WA
06/10/1994 - 07/21/2021
WADDELL & REED (VANCOUVER WA)
IA
Issued 02/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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