Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Patricia Lorms is a financial advisor currently registered with Fidelity Brokerage Services LLC. Colleen has been in the industry since January 30, 2023 and is a Series 7TO and SIE licensed professional. Colleen is based out of Albuquerque, New Mexico. Prior to joining Fidelity Brokerage Services LLC, Colleen worked for NATIONAL FINANCIAL SERVICES LLC.
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
NM
12/08/2023 - Present
Fidelity Brokerage Services LLC (ALBUQUERQUE NM)
NM
02/28/2022 - 01/04/2023
NATIONAL FINANCIAL SERVICES LLC (ALBUQUERQUE NM)
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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