Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Blake McKelva is a financial professional who has been in the industry since October 2017. Colby is currently registered as a Registered Representative with Park Avenue Securities LLC, and is licensed to provide investment advice in several states. Colby previously worked at Northwestern Mutual Investment Services, LLC. Colby has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Colby is also an insurance broker. Colby specializes in retirement planning, investment management, college savings, and insurance. Colby is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/21/2024 - Present
Park Avenue Securities LLC (TYLER TX)
TX
10/02/2017 - 01/18/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TYLER TX)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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