Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Nally is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Collin has been in the financial industry since January 10, 2022. Collin has been registered as a representative with Fidelity Personal And Workplace Advisors since March 2021. Collin's state registration includes securities and investment advisor registrations in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Collin has passed both Series 63 and 66 exams, and Series 7TO and SIE exams. Collin is also a Registered Investment Advisor in Massachusetts and Texas.
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.
1
2
MA
04/11/2024 - Present
Fidelity Personal AND Workplace Advisors (HINGHAM MA)
BOTH
Issued 08/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Collin Nally is the right advisor for you? Invested Better is here to help.
