Unclaimed
Collin Robert Fingon is a registered investment advisor representative with International Assets Investment Management, LLC and Global Assets Advisory, LLC. Collin has been in the industry since 2004 and has held previous positions with H. BECK, INC. and SECURIAN FINANCIAL SERVICES, INC. in Rutland, VT. Collin is registered in multiple states, including Florida, Colorado, California, Connecticut, Maryland, Massachusetts, New York, North Carolina, Oregon, Rhode Island, South Carolina, Texas, Vermont, and Virginia. Collin specializes in financial planning, pension consulting, and selection of other advisors. Collin also provides portfolio management for individuals and businesses.
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.
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
FL
10/01/2024 - Present
International Assets Investment Management, LLC (ORLANDO FL)
VT
11/28/2008 - 10/26/2011
H. BECK, INC. (RUTLAND VT)
VT
08/13/2004 - 12/01/2008
SECURIAN FINANCIAL SERVICES, INC. (RUTLAND VT)
BOTH
Issued 08/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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