Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Colchin is a financial advisor with over 35 years of experience in the financial services industry. Jeffrey is a Registered Representative (Series 6, 26, 63, and 65) and a licensed Insurance Agent. Currently, Jeffrey is a registered representative of LPL Financial, LLC., and affiliated with LPL Enterprise, LLC., working from the firm's Okemos, MI office. Jeffrey has a strong focus on providing comprehensive financial planning and investment advice to individual and business clients. Jeffrey holds the Chartered Financial Consultant designation, which demonstrates his commitment to professional development and expertise in financial planning. Jeffrey is a licensed Notary and also provides general non-sponsored insurance products as a licensed agent.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MI
11/14/2024 - Present
LPL Enterprise, LLC (OKEMOS MI)
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Colchin is the right advisor for you? Invested Better is here to help.
