Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Kline Colburn is a financial advisor registered with Janney Montgomery Scott LLC. Regina has been in the financial services industry for over 5 years. Regina holds the Series 7, Series 63, and Series 66 licenses. Regina has been registered with the state of Pennsylvania as an Investment Advisor Representative since May 14, 2024. She is also registered in Texas. Regina has prior experience with Vanguard Marketing Corporation, The Vanguard Group, Inc., Stella and Dot, Base Commerce, Living Spaces Furniture, REI, and Rover. She is also an Investment Advisor Representative for the state of Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
05/14/2024 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
10/04/2018 - 05/17/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Regina Colburn is the right advisor for you? Invested Better is here to help.
