Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Oshea is a registered representative with Commonwealth Financial Network. Collin has been working in the financial industry since December 15, 2019. Collin has a Series 7TO, Series 66 and SIE licenses. Collin works at the Penfield, NY branch of Commonwealth Financial Network. Collin is licensed in Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Illinois, Iowa, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Washington. Collin specializes in retirement planning, education planning, investment planning, insurance planning, and estate planning. Collin also provides fixed insurance sales. Collin may conduct business in other states where they are not currently registered but can do so upon request.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/03/2024 - Present
Commonwealth Financial Network (Penfield NY)
NY
12/16/2019 - 06/04/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
BOTH
Issued 02/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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