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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Krcelich is a financial advisor with Equitable Advisors, LLC. Colleen has over 16 years of experience in the financial services industry. Colleen holds Series 63, 65, 7, and SIE licenses. She is also a Certified Public Accountant. Colleen has worked with a variety of clients, including individuals, families, businesses, and non-profit organizations. Colleen specializes in providing financial planning, investment management, and retirement planning services. She is committed to helping her clients achieve their financial goals. Colleen is a Registered Representative and Investment Advisor Representative of Equitable Advisors, 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/31/2020 - Present
Equitable Advisors, LLC (BETHLEHEM PA)
PA
04/29/2015 - 03/03/2020
AVANTAX INVESTMENT SERVICES, INC. (Bethlehem PA)
PA
10/14/2013 - 04/02/2015
MML INVESTORS SERVICES, LLC (CENTER VALLEY PA)
PA
01/18/2007 - 09/26/2013
CETERA FINANCIAL SPECIALISTS LLC (BETHLEHEM PA)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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