Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Terese Davis is a financial advisor at D.a. Davidson & Co. Colleen has been in the financial services industry since 1984 and has extensive experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension plans. Colleen is a licensed securities professional and holds multiple industry certifications. Colleen's previous experience includes working for Smith Hayes Financial Services Corporation and Kirkpatrick, Pettis, Smith, Polian Inc..
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
NE
07/25/2016 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
06/07/2002 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
11/04/1987 - 06/04/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NA
11/12/1985 - 10/28/1987
AMERITAS INVESTMENT CORP.
NA
07/26/1984 - 11/23/1985
KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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