Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Yoshihito Shepperson is a registered representative with First Horizon Advisors, Inc. Colby has been in the financial services industry since 2007. Colby holds the Series 6, Series 7, Series 63, and SIE licenses. Colby specializes in providing financial advice to individuals, corporations, and charitable organizations. Colby has a broad range of experience in the financial services industry and is committed to providing personalized financial advice to help 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.
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.
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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2
TN
03/16/2011 - Present
First Horizon Advisors, Inc. (Nashville TN)
TN
09/27/2007 - 06/21/2010
WELLS FARGO ADVISORS, LLC (NASHVILLE TN)
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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