Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Colleran is a financial advisor who is currently registered with Edelman Financial Engines. Kevin has over 20 years of experience in the financial services industry. Kevin is a Certified Financial Planner and holds a Series 7, Series 66, and SIE license. Prior to joining Edelman Financial Engines, Kevin was a financial advisor at EF Legacy Securities, LLC. Before that, Kevin was a financial advisor at Sanders Morris Harris LLC, and Fidelity Brokerage Services LLC.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
12/03/2018 - Present
Edelman Financial Engines (BETHESDA MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BETHESDA MD)
MD
09/15/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BETHESDA MD)
MD
06/02/2006 - 09/25/2014
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
NY
10/10/2002 - 05/03/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
04/12/1999 - 07/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/12/1999 - 07/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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