Colin WetzelCRD Number: 5882230
Current Firm: Stifel, Nicolaus & Company, Incorporated
Colin Wetzel (CRD# 5882230) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Altoona, PA and has over 6 years of experience in the finance industry.
Axa Advisors, LLC
Principal Securities, Inc.
|Stifel Nicolaus & Co Inc.||Altoona, PA||Oct 2014 - Current||3|
|Unemployed||State College, PA||May 2014 - Oct 2014||< 1|
|Wells Fargo Advisors, LLC||Hollidaysburg, PA||Nov 2012 - May 2014||1|
|Pruco Securities LLC||Pittsburgh, PA||Jun 2011 - Nov 2012||1|
|The Prudential Insurance Company Of America||Pittsburgh, PA||Jun 2011 - Nov 2012||1|
|Travel Centers Of America||Milesburg, PA||Jun 2011 - Oct 2011||< 1|
|Janney Montgomery Scott||Clarion, PA||Jan 2011 - Oct 2011||< 1|
|Student||Clarion, PA||Sep 2002 - May 2011||8|
|Taco Bell||Clarion, PA||Mar 2009 - Mar 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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