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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoinette? Claim Your ProfileAntoinette Laferriere is a financial advisor with The Colony Group, LLC. Antoinette has been in the financial services industry since 1998. Antoinette is a Certified Financial Planner™ and holds the Series 7, 24, 63 and 65 licenses. Antoinette has experience working with individuals, high net worth individuals, families, small businesses, corporations, trusts, charitable organizations, and retirement plans. Antoinette specializes in financial planning, portfolio management, and wealth management. The Colony Group, LLC is a leading independent wealth management firm with over $20 billion in assets under management. The firm offers a wide range of financial services, including financial planning, investment management, and estate planning. Antoinette is committed to providing her clients with personalized financial advice and guidance 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
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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
OR
08/28/1998 - 05/24/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEND OR)
IA
Issued 04/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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