Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby McVey is a financial advisor with Franklin Distributors, LLC. Colby has been in the industry since 2013 and holds Series 7, Series 63 and SIE licenses. Colby has previously worked at FORESIDE FUND SERVICES, LLC and NORTHERN TRUST SECURITIES, INC. Colby is registered to provide securities advice in 53 states and districts, including Alabama, Alaska, and Arizona.
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.
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.
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2
IL
02/06/2022 - Present
Franklin Distributors, LLC (Chicago IL)
IL
04/05/2018 - 10/06/2021
FORESIDE FUND SERVICES, LLC (Chicago IL)
IL
07/18/2014 - 03/09/2018
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
04/18/2007 - 06/17/2008
BEAR, STEARNS & CO. INC. (CHICAGO IL)
BC
Issued 08/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2007
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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