Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Portell is a financial advisor at Edward Jones with over 15 years of experience in the industry. Colby is registered with the state of Missouri and Texas and is a registered representative of Edward Jones. Colby has experience working with individuals, businesses, corporations, partnerships, and charitable organizations. He has a strong background in financial planning and portfolio management and is committed to helping clients achieve their financial goals. Colby is passionate about helping clients understand their financial options and develop a customized plan that meets their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
MO
12/13/2018 - Present
Edward Jones (Festus MO)
CA
11/08/2007 - 01/12/2009
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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