Unclaimed
Colin Desmond Pratt is an investment advisor representative at Private Advisor Group, LLC. Colin has been in the industry since 2012 and is registered in New York and Texas. Colin is a Certified Financial Planner and has a strong background in providing financial advice to individuals, corporations, and charitable organizations. Colin is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Colin has experience working with clients of all income levels and assets. Colin's areas of expertise include retirement planning, college savings, estate planning, and investment management.
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.
Solicitation/referral
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.
Solicitor/referral fees
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NY
07/25/2024 - Present
Private Advisor Group, LLC (Buffalo NY)
Active
Inactive
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