Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colette? Claim Your ProfileColette Lenee Beaumont is an investment advisor representative with Potomac Fund Management in Lisle, IL. Colette Lenee Beaumont has been in the industry since 1992, working with clients from diverse backgrounds, including individuals, corporations, and investment companies. Colette Lenee Beaumont provides portfolio management services. Her prior employers include OneAmerica Securities, Inc., ASSETMARK BROKERAGE, LLC, FIRST TRUST PORTFOLIOS L.P., and CALAMOS FINANCIAL SERVICES, INC. Colette Lenee Beaumont's credentials include Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65.
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.
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.
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
IL
02/14/2024 - Present
Potomac Fund Management (Lisle IL)
IL
08/11/2023 - 02/05/2024
ONEAMERICA SECURITIES, INC. (Lisle IL)
IL
11/27/2019 - 08/08/2023
ASSETMARK BROKERAGE, LLC (Chicago IL)
IL
05/08/2006 - 07/18/2017
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IL
09/29/1997 - 06/24/2003
CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)
NY
02/12/1996 - 09/09/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/12/1995 - 02/01/1996
SMITH BARNEY INC. (NEW YORK NY)
VA
02/26/1992 - 03/07/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 10/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 06/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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