Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Alexander McClain is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Collin has been in the industry for more than two years and is registered with the state of Texas as an Investment Advisor Representative and Utah as an Investment Advisor Representative and Broker/Dealer. Collin has passed the Series 7TO, SIE, Series 63 and Series 66 exams. Collin is a licensed representative in all fifty states, Puerto Rico, and the Virgin Islands. Collin has a background in a variety of industries including working at The Heritage Foundation, Freedoms Foundation at Valley Forge, and BYU-Idaho. Collin offers a variety of financial planning services including investment management, education seminars, and selection of other advisors. Collin primarily works with individuals, corporations and trusts.
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.
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
UT
03/27/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 03/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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