Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Tanner Steinfeld is an investment advisor representative with Keenan Financial, registered with the state of Massachusetts. Colby has been in the industry since August 2024 and specializes in providing financial planning services. Colby is also an independent licensed insurance agent and may offer clients advice or products from those activities. Colby spends approximately ten hours per month on this activity, none during securities trading hours. Colby holds a Series 65 license.
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.
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.
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MA
08/27/2024 - Present
Keenan Financial (BOSTON MA)
IA
Issued 08/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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