Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Muminovic is an investment advisor representative at The Colony Group, LLC. Anita has been in the industry since 2015 and is registered with the state of Missouri. Anita holds a Series 65 license. Anita specializes in providing financial planning services and investment management advice to individuals, families, businesses, and charitable organizations. Anita has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations. Anita is committed to providing her clients with personalized and comprehensive financial advice to help them achieve their financial goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
IA
Issued 07/09/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Anita Muminovic is the right advisor for you? Invested Better is here to help.
