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CY

Colleen I. Yee

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS
Chicago, IL 60606
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CRD#: 4476399
CY

Professional summary


Colleen Ignacio Yee, who also goes by Colleen Ignacio, Colleen Ignacio, is a registered financial professional currently at LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC located in Chicago, Illinois.

Colleen is registered as a RR (Registered Representative) and started their career in finance in 2001. Colleen has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Colleen Ignacio | Colleen Ignacio

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Colleen Ignacio Yee's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 28, 2017 - Present

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

Office #1: 333 West Wacker Drive Suite 2300, Chicago, IL 60606
BD
CRD#: 157625
Chicago, IL
Past

June 4, 2014 - February 14, 2017

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

March 4, 2014 - June 24, 2014

GUGGENHEIM INVESTMENTS

RIA
CRD#: 105477
NEW YORK, NY
Past

March 3, 2014 - June 5, 2014

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
chicago, IL
Past

July 7, 2011 - March 3, 2014

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
ROCKVILLE, MD
Past

April 8, 2010 - June 3, 2011

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX
Past

September 25, 2003 - June 1, 2009

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

September 17, 2002 - September 3, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
OAK BROOK, IL
Past

December 17, 2001 - September 3, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(9/12/2024)
RR
Louisiana
(2/28/2017)
RR
Mississippi
(8/18/2025)
RR
Missouri
(9/12/2024)
RR
Oklahoma
(2/28/2017)
RR
Texas
(2/28/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2002
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 1/15/2002
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LI
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

CRD#: 157625 / SEC#: , 8-68856

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
333 West Wacker Drive Suite 2300, Chicago, IL 60606
Mailing Address
333 West Wacker Drive Suite 2300, Chicago, IL 60606
Phone number
(312) 897-4000
Established
Delaware since 03/10/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LASALLE INVESTMENT MANAGEMENT INC.MEMBER109307
DORFMAN, ESTEE CARLAFINOP, PRINCIPAL FINANCIAL OFFICER2696529
FIGUS, ANDREW NMNPRINCIPAL OPERATIONS OFFICER6055035
FREEMAN, ROBIN DAWNCHIEF COMPLIANCE OFFICER2611849
MEYER, KRISTINA LYNNEPRESIDENT AND GENERAL SECURITIES PRINCIPAL6653787

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

CRD#: 157625Chicago, IL 60606

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