Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Colberg-trigo is a financial advisor with over 35 years of experience in the industry. Wilson is currently registered with First Southern, LLC in Guaynabo, Puerto Rico. Prior to joining First Southern, LLC, Wilson was with HERBERT J. SIMS & CO, INC. and UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO. Wilson holds Series 7 and Series 63 licenses and is a member of FINRA.
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
PR
06/09/2020 - Present
First Southern, LLC (GUAYNABO PR)
PR
03/05/2015 - 05/29/2020
HERBERT J. SIMS & CO, INC. (GUAYNABO PR)
PR
03/27/1991 - 08/27/2014
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
PR
10/12/1987 - 08/27/2014
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
NA
02/27/1984 - 05/20/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 02/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wilson Colberg-trigo is the right advisor for you? Invested Better is here to help.
