Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kolby? Claim Your ProfileKolby Paul Blatchford is a financial advisor with Cetera Investment Advisers LLC. Kolby has been in the industry since 2020 and holds a Series 66, Series 7TO and SIE licenses. Kolby is registered in Nebraska and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. In addition to working at Cetera Investment Advisers LLC, Kolby is also a financial advisor with Alpha Wealth Advisors and an insurance agent with various companies.
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.
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.
1
2
NE
06/29/2023 - Present
Cetera Investment Advisers LLC (LINCOLN NE)
NE
03/09/2021 - 12/16/2022
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
10/13/2020 - 03/19/2021
PRUCO SECURITIES, LLC. (OMAHA NE)
NE
12/20/2019 - 09/15/2020
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
BOTH
Issued 7/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 9/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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