Collin Fleming
Private Client Financial Advisor at Wells Fargo Advisors
Based in Annapolis, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Annapolis
Industry
Financial Services
Company size
15K
Contact information
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c•••••••@wellsfargoadvisors.com
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Background
About Collin Fleming
With a Series 7 and 66 accreditation and a brief but intensive experience at Shore United Bank, problem-solving and client services have become my forte. At Wells Fargo Advisors, these skills translate into tailored financial strategies that resonate with the diverse needs of our clients. Our team works diligently to enhance customer satisfaction and foster trust in our financial guidance. Transitioning from a Data Analyst in Risk Management to an Associate Private Client Financial Advisor, I've honed analytical competencies that enable me to dissect complex market data and present actionable insights. My commitment at Wells Fargo centers on empowering clients through strategic financial planning, leveraging my proficiency in customer service to facilitate their financial growth. Securities Registered in the following states: AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MN, MO, NC, NJ, NY, PA, SC, TX, VA, WV Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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