Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Colloton is a registered representative with Ameritas Investment Company, LLC. James has been in the financial services industry since October 13, 1985. James is licensed to sell securities in New York. James has passed the Series 6, Series 63, and SIE exams. Prior to his current role, James was registered with Carillon Investments, Inc. and Life Planning Inc.
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.
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.
1
2
NY
06/30/2006 - Present
Ameritas Investment Company, LLC (Hauppauge NY)
NY
10/14/1985 - 06/30/2006
CARILLON INVESTMENTS, INC. (JERICHO NY)
NA
11/21/1985 - 11/10/1988
LIFE PLANNING INC.
BC
Issued 02/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Colloton is the right advisor for you? Invested Better is here to help.
