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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Kelley is an investment advisor representative with Hightower Advisors, LLC. Colin has been in the industry since 2012 and is licensed in Maine and New Hampshire. Colin holds the Series 65 - Uniform Investment Adviser Law Examination. Colin has a background in finance and has worked with clients from various sectors including insurance companies, charitable organizations, individuals, and corporations.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
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2
NH
06/30/2023 - Present
Hightower Advisors, LLC (Portsmouth NH)
IA
Issued 05/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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