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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 Leisy is a financial advisor registered with Avantax Advisory Services. Colin Leisy is a Registered Representative and Investment Advisor Representative. Colin Leisy has been working in the securities industry since 2002 and has been associated with Avantax Advisory Services since 2008. Colin Leisy holds Series 7, Series 63, and Series 65 licenses. Colin Leisy also holds the Certified Financial Planner designation.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
NC
01/25/2024 - Present
Avantax Advisory Services (WILSON NC)
NA
11/07/1989 - 03/14/1990
DEAN WITTER REYNOLDS INC.
NA
02/15/1989 - 05/25/1989
INVESTACORP, INC.
NA
09/28/1988 - 02/24/1989
METLIFE SECURITIES INC.
NA
09/28/1988 - 02/24/1989
METROPOLITAN LIFE INSURANCE COMPANY
NA
07/21/1984 - 08/30/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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