Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby W. Hosmer is a financial advisor with T. Rowe Price Associates, Inc. Colby has been in the securities industry since March 14, 2018. Colby has a strong background in both brokerage and investment advisory services, and is registered with both FINRA and the state of California. Colby has a wide range of experience and expertise, including working with high-net-worth individuals, corporations, and institutions. Colby is committed to providing his clients with personalized financial advice and investment management services that are tailored to their individual needs. Colby is passionate about helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/07/2023 - Present
T. Rowe Price Associates, Inc. (San Francisco CA)
AZ
04/18/2019 - 03/15/2023
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (Tempe AZ)
AZ
12/22/2017 - 04/18/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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