Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin MacRae is an Investment Advisor Representative with Ballentine Partners in Waltham, MA. Collin has been in the financial services industry since 2023. Collin holds the Series 65 license and is registered with the state of Massachusetts. Collin specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles and Selection of Other Advisers.
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.
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.
Project fees
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MA
08/30/2023 - Present
Ballentine Partners (Waltham MA)
IA
Issued 03/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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