Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Parker has been in the financial industry for over 16 years. Colleen is currently registered as a Registered Representative with Santander Securities LLC in Boston, MA. Colleen previously worked at NATIONAL FINANCIAL SERVICES LLC in Boston, MA, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. in Boston, MA and FIDELITY BROKERAGE SERVICES LLC in Boston, MA. Colleen specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors to her clients. Colleen holds a Series 63, Series 66, Series 7, Series 24 and Series 53 license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/11/2022 - Present
Santander Securities LLC (Boston MA)
MA
08/06/2008 - 06/20/2011
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
09/15/2009 - 12/15/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
MA
07/22/2005 - 07/07/2008
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 07/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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