Unclaimed
Colby Witt is a financial professional with over 12 years of experience in the financial services industry. Colby holds the Series 6, 7, and SIE licenses, along with the Series 63 registration. Colby currently works at Park Avenue Securities LLC and provides financial planning services to individuals and high-net-worth individuals. Previously, Colby was a registered representative at NYLIFE SECURITIES LLC. Colby is dedicated to helping clients achieve their financial goals through personalized guidance and tailored investment strategies.
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.
1
2
TX
08/26/2024 - Present
Park Avenue Securities LLC (FRISCO TX)
TX
04/02/2012 - 08/09/2024
NYLIFE SECURITIES LLC (AUSTIN TX)
BC
Issued 04/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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