Your Trusted Investment Partner
Experience a collaborative approach to investing, where your aspirations guide our expert advice.
About Colleen Elizabeth Nurre
Colleen Elizabeth Nurre is a dedicated broker and investment advisor with extensive experience in the financial industry. Registered with FINRA and licensed across multiple states, Colleen has proven her expertise through rigorous examinations and ongoing education. Her commitment to client success is reflected in her personalized approach to investment strategies, ensuring each client receives tailored guidance to meet their financial goals.
Expertise and Credentials
With a strong foundation in securities and investment law, Colleen has successfully passed multiple industry exams, demonstrating her knowledge and readiness to assist clients.
Personalized Service
Colleen understands that every client has unique financial needs. She provides customized investment strategies that align with your goals.
Proven Track Record
Registered with FINRA and licensed in several states, Colleen has a history of guiding clients through various market conditions, helping them make informed decisions.
Commitment to Education
Colleen stays updated on industry trends and regulatory changes, ensuring her clients benefit from the latest insights and strategies.
Client-Centric Approach
Her primary focus is on building long-lasting relationships with clients, prioritizing their interests and financial well-being.
Investment Background and Experience
Colleen Elizabeth Nurre brings a wealth of experience to her role as a broker and investment advisor. Having passed key examinations, including the Series 7 and Series 66, she possesses a comprehensive understanding of both general securities and state-specific regulations. Since 2015, Colleen has served as a General Securities Representative, providing clients with expert guidance in navigating complex investment landscapes.
Registration accross five U.S states
Her current registrations across five U.S. states reflect her commitment to serving a diverse clientele. Colleen’s experience is further enhanced by her work with GWN Securities Inc., where she collaborates with a team of seasoned professionals dedicated to delivering exceptional financial services.
With a focus on integrity, transparency, and client success, Colleen is well-equipped to help you achieve your investment goals.
Expert Guidance and Insights
The financial market is inconsistent, therefore you need an expert to guide your financial investment decisions.
Personalized Financial Planning
Every client is unique, and so are their financial goals.
The Role of an Investment Advisor: How We Can Help You
In today’s complex financial landscape, navigating investments can be overwhelming. This is where an investment advisor, like Colleen Elizabeth Nurre, plays a crucial role in helping you achieve your financial goals. Here’s how we can assist you:
Personalized Financial Planning
Expert Guidance and Insights
Diversification Strategies
Ongoing Monitoring and Adjustments
Education and Empowerment
Navigating Regulatory Changes
Long-Term Relationship Building
Personalized Financial Planning
Services
We offer a comprehensive range of financial services designed to meet your unique needs and goals. With a client-centered approach, we strive to empower you with the knowledge and strategies necessary for financial success. Here’s how we can help:
Personal Financial Planning
Comprehensive assessments to create tailored financial plans that align with your goals and lifestyle.
Investment Management
Professional management of your investment portfolio, including asset allocation and performance monitoring.
Retirement Planning
Strategies to help you prepare for a secure retirement, including savings plans, investment options, and income strategies.
Tax Planning
Guidance on tax-efficient investment strategies to help minimize liabilities and maximize returns.
Estate Planning
Assistance in developing plans for the distribution of your assets, ensuring your wishes are honored and minimizing estate taxes.
Risk Management
Evaluation of your current risk exposure and recommendations for insurance and other strategies to protect your wealth.
Education Funding
Strategies to help you save for education expenses, including 529 plans and other investment vehicles.
Wealth Management
Holistic management of your financial resources, integrating investment strategies with your overall financial picture.
Market Analysis and Insights
Regular updates and reports on market trends, helping you stay informed and make proactive investment decisions.
Broker Profile Summary
Name: Colleen Elizabeth Nurre
Firm: GWN Securities Inc.
CRD#: 128929
Location: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Qualifications:
- Registered with 1 Self-Regulatory Organization (SRO): FINRA
- Licensed in 5 U.S. states: Colorado, Florida, Idaho, Indiana, Texas
- Passed the following exams:
- Securities Industry Essentials Examination (SIE): 10/01/2018
- General Securities Representative Examination (Series 7): 05/24/2004
- Uniform Combined State Law Examination (Series 66): 04/29/2004
Experience:
- Serving as a General Securities Representative since 04/06/2015
- Investment advisor licensed in Texas since 04/06/2015
Employment History
Registered Representative
Registered Representative
Annuity, Investment, Insurance related
Investment Related
Contact us
We’re here to help you navigate your financial journey. Whether you have questions about our services or need personalized advice, we’d love to hear from you!
Get in Touch
Phone: + 1 15 18 27 34 Email: INFO@ELIZABETHCOLLEENNURRE.COM Address: 11440 NORTH JOG ROAD, PALM BEACH GARDENS, FL 33418-3764Office Hours
- Monday to Friday: 9:00 AM – 5:00 PM
- Saturday: By Appointment Only
- Sunday: Closed