Unclaimed
Colleen Fimiani is a financial professional with over 20 years of experience in the industry. Colleen holds the Series 6 and Series 63 licenses and is registered with Nylife Securities LLC. Colleen's experience spans a variety of firms, including Benefitcorp Equities, Inc. and One Orchard Equities, Inc. Colleen's primary focus is to help clients meet their financial goals through comprehensive financial planning strategies.
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.
1
2
OH
07/25/2008 - Present
Nylife Securities LLC (Independence OH)
CO
10/21/2002 - 01/23/2003
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
04/16/1997 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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