Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Veronica Rolph is a financial advisor with Fidelity Brokerage Services LLC. Colleen has been in the securities industry since March 5, 2017, and is licensed in Massachusetts. Colleen has passed the Series 6, Series 63, SIE and Series 99TO exams. Colleen's primary office location is in Boston, Massachusetts.
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.
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MA
03/06/2017 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 03/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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