Unclaimed
Collin Huun is a registered representative and investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Collin has been in the financial services industry since 2024 and has prior experience with Pruco Securities, LLC., Cetera Advisor Networks LLC, and The Prudential Insurance Company of America. Collin holds Series 66, 7TO, and SIE licenses. They are specialized in providing financial and investment advice to a variety of clients, including individuals, corporations, and institutions. Collin's practice focuses on providing comprehensive financial planning and investment management services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
09/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Atlanta GA)
SC
02/20/2024 - 07/30/2024
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
BOTH
Issued 04/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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