Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Loomis Feane is a financial advisor in Plymouth, Minnesota with Wealth Enhancement Advisory Services, LLC. Colby is a registered Investment Advisor Representative (IAR) in New York. Colby has been in the industry for over 13 years and holds the Series 3, 7, 63, and 66 licenses. Colby is also a Chartered Financial Analyst. Colby has worked in the financial industry for over 13 years and has experience in investment advising, financial planning, and portfolio management. Colby is committed to providing his clients with personalized financial advice and services to help them reach their financial goals. Colby also serves as a board member for the Monroe Community College Foundation, the YMCA of Greater Rochester, and the Statesman Athletic Association of Hobart College.
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.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
06/17/2014 - 09/07/2018
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
NY
10/07/2008 - 06/03/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/28/2006 - 11/21/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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