Vincent Colon (CRD# 6077289) is an Investment Advisor Representative working at Mml Investors Services, LLC in New York, NY and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | New York, NY | Jan 2018 - Current | < 1 |
| Mml Investor Services | New York, NY | Jan 2018 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Dec 2017 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2013 - Dec 2017 | 4 |
| Northwestern Mutual Investment Services, LLC | New York, NY | Sep 2013 - Dec 2017 | 4 |
| Northwestern Mutual Investment Services, LLC | New York, NY | Oct 2014 - Mar 2016 | 1 |
| John Carris Investments | New York, NY | Jun 2012 - Aug 2013 | 1 |
| John Carris Investments | New York, NY | Jan 2012 - May 2012 | < 1 |
| Northeastern Univ | Boston, MA | Sep 2008 - Dec 2011 | 3 |
| Beth Isreal Deacons Medical Center | Boston, MA | Jan 2011 - Aug 2011 | < 1 |
| Iona Prep | New Rochelle, NY | Sep 2004 - Jun 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- TX
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Total Assets Under Management25,618MILLIONS
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Total Number of Accounts157,759ACCOUNTS
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Average Account Value$162,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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