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Colin Figueroa

Colin Figueroa

Financial Advisor

Followers of Colin Figueroa327 followers
location of Colin FigueroaCresskill, New Jersey, United States

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  • Timeline

  • About me

    Wealth Manager at Osaic Wealth The Alpine Financial Planning Group

  • Education

    • Johnson & Wales University

      2006 - 2010
      Bachelor of Science Financial Servies Management

  • Experience

    • John Thomas Financial

      Oct 2010 - Jun 2012
      Financial Advisor

    • Morgan Stanley

      Jun 2012 - Nov 2016
      Financial Advisor

    • Capital One

      Nov 2016 - Jul 2018
      Vice President Financial Advisor

    • Woodbury Financial Services

      Jul 2018 - now
      Wealth Manager

      The Alpine Financial Planning Group

    • Osaic

      Jan 2024 - now
      Wealth Manager

      Alpine Financial Planning Group

  • Licenses & Certifications

    • Life and health insurance license

      Aug 2012

    • Series 65- Investment advisory agent

      Aug 2012

    • Series 63- Uniform State Exam

      Feb 2011

    • Series 7- General Securities License

      Jan 2011