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Colleen Smith is a financial advisor professional located in Leominster, MA. They specialize in financial advisory. With over 1 years of experience, they bring deep expertise to every client.
Colleen Smith - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Colleen Smith is a financial advisor based in Leominster, MA, operating through Osaic Wealth, Inc. With one year in business, Smith works with clients on financial planning and investment management. She holds a FINRA CRD registration (License #6620433), which indicates she is registered with the Financial Industry Regulatory Authority and operates under its oversight. Her practice focuses on providing financial guidance to clients seeking professional wealth management services.
Colleen Smith's FINRA CRD registration (License #6620433) means she is registered with the Financial Industry Regulatory Authority, the primary regulator of investment professionals and brokerage firms in the United States. This registration signals that she meets FINRA's standards and operates under regulatory oversight designed to protect investors. A FINRA-registered advisor is required to follow industry rules and compliance standards. The CRD number serves as her unique identifier in FINRA's Central Registration Depository, allowing clients to verify her registration status and regulatory history.