Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen R Tirpak is an Investment Advisor Representative at LPL Financial LLC. Colleen is registered with the state of Pennsylvania and has a total of 22 active state registrations. Colleen has over 19 years of experience in the financial industry and holds a Series 6, 7, 63 and 65 licenses. Colleen specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting. Colleen's firm, LPL Financial LLC, offers a range of services including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors. LPL Financial LLC has over 27,000 licensed agents and manages over $463 billion in assets.
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.
1
2
PA
07/21/2021 - Present
LPL Financial LLC (MONROEVILLE PA)
PA
09/27/2004 - 07/21/2021
WADDELL & REED (MONROEVILLE PA)
IA
Issued 01/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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