Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Sweeney Lynch is a registered investment advisor representative for Hartford Funds in Wayne, Pennsylvania. Colleen has been in the financial services industry since 2006. Before joining Hartford Funds, Colleen worked for Delaware Distributors, L.P. and Prudential Annuities Distributors, Inc. Colleen is licensed to sell securities in Pennsylvania. Colleen specializes in investment company products/variable contracts, general securities and securities industry essentials. Colleen's firm provides investment advice to states in connection with 529 plans and model recommendations. Colleen's firm manages assets for pooled investment vehicles and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
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.
Fees related to 529 plans and model recommendations.
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2
PA
09/16/2019 - Present
Hartford Funds (WAYNE PA)
PA
04/09/2014 - 08/07/2019
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
10/26/2007 - 03/24/2014
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
PA
10/31/2005 - 10/12/2007
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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