Wendy Colon (CRD# 5383914) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Chicago, IL and has over 14 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors LLC | Chicago, IL | Apr 2023 - Current | 1 |
| Bmr Retirement | Chicago, IL | Jan 2019 - Current | 5 |
| Next Retirement Solutions | Chicago, IL | Sep 2017 - Current | 6 |
| The Bear Champ Inc. | Chicago, IL | Jul 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | Chicago, IL | Jan 2018 - Apr 2023 | 5 |
| Raymond James Financial Services, Inc. | Chicago, IL | Jan 2018 - Apr 2023 | 5 |
| Jc Rivera, Inc. | Chicago, IL | Jul 2016 - Apr 2021 | 4 |
| Raymond James Financial Services, Inc. | Chicago, IL | Aug 2017 - Jan 2018 | < 1 |
| Homemaker | Chicago, IL | Oct 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- IL
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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