Unclaimed
Colson Meadows is an investment advisor representative with New York Life Investment Management LLC. Colson has been in the financial services industry for over 5 years and has a Series 66, Series 7TO and SIE licenses. Colson has a wide range of experience in the financial services industry, including experience at Ethos Hospitality, The Ohio State University, Roquie Fitness and Southward Ho. Colson's firm specializes in providing portfolio management for businesses, individuals, investment companies and pooled investment vehicles. The firm has over $109 Billion in assets under 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NY
07/05/2024 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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