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Donald Maple Colman

Pimco Investments LLC

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About Donald Maple Colman

Donald Colman is a financial advisor with over 15 years of experience in the industry. Donald is currently registered with Pimco Investments LLC and holds Series 63, Series 7, and Series 65 licenses as well as the SIE. Previously, Donald was employed by Putnam Retail Management Limited Partnership for over 7 years. Donald currently serves clients in a variety of states including Alaska, Arizona, California, Colorado, Hawaii, Nevada, Oregon, Utah and Washington.

Firm Information

Donald Colman is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Donald Colman’s Registration & Firm History

CA

04/15/2015 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

MA

09/17/2007 - 04/14/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

IA

Issued 09/14/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Maple Colman.
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