Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Kee is a financial advisor with Wells Fargo Clearing Services, LLC based in Canton, GA. Collin has been in the financial industry since 2002. Collin has a wide range of experience and holds licenses for both securities and investment advisory services. Collin has a strong track record of success in providing personalized financial advice and investment management services to a diverse range of clients. Prior to joining Wells Fargo Clearing Services, LLC, Collin was a financial advisor with CUSO Financial Services, LP. Collin is committed to helping clients achieve their financial goals and is dedicated to providing exceptional customer service.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
08/26/2024 - Present
Wells Fargo Clearing Services, LLC (CANTON GA)
GA
01/11/2011 - 08/22/2024
CUSO FINANCIAL SERVICES, L.P. (Kennesaw GA)
GA
09/23/2008 - 01/13/2011
CUNA BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
10/17/2006 - 09/18/2008
AIG RETIREMENT ADVISORS, INC. (ATLANTA GA)
GA
08/04/2005 - 10/18/2006
1717 CAPITAL MANAGEMENT COMPANY (ROSWELL GA)
OH
10/20/2004 - 06/23/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
GA
09/15/2003 - 09/23/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
MN
05/17/2002 - 09/03/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
12/12/2001 - 05/14/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 03/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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