Colleen DewittCRD Number: 1937631
Current Firm: Wells Fargo Advisors, LLC
Colleen Dewitt (CRD# 1937631) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Jackson, MI and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Gwn Securities Inc.
Prudential Financial Planning Services
|Wells Fargo Advisors LLC||Jackson, MI||May 2009 - Current||8|
|Wachovia Securities, LLC||Jackson, MI||Jan 2008 - May 2009||1|
|A.g. Edwards||Jackson, MI||Feb 1989 - Jan 2008||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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