Colleen Jane Juiliano
Professional Summary
Colleen Jane Juiliano, who also goes by Colleen Jane Corkery, is a registered financial advisor currently at BA SECURITIES, LLC located in W. Conshohocken, Pennsylvania and COMCAP HOLDINGS LLC located in San Juan, undefined. Colleen is registered as a RR (Registered Representative) and started their career in finance in 2005. Colleen has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Colleen Jane Corkery
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
D & D SECURITIES, INC. | D AND D SECURITIES
Contact Information
Main Address
2929 Walnut Street 8th Floor, Philadelphia, PA 19104Mailing Address
703 North Jerome Avenue, Margate City, NJ 08402Phone Number
(609) 226-7672Established
Pennsylvania since 02/19/1991Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Colleen Jane Juiliano's CRS (Customer Relationship Summary).
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