personimage

Colleen M. Obos

M Holdings Securities, Inc.

Financial Planner in Lake Placid, FL

Address:
214 Hillside Dr
Lake Placid, FL 33852
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Colleen M. Obos

Colleen Obos is a financial professional at M Holdings Securities, Inc. located in Lake Placid, Florida. Colleen Obos holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6 and S63. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Colleen Obos provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Colleen Obos
214 Hillside Dr
Lake Placid, FL 33852

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Colleen M. Obos

Looking for a financial advisor located near Lake Placid, Florida? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.