Unclaimed
Arthur Zaske is an investment advisor representative at The Colony Group, LLC, with over 40 years of experience in the financial services industry. Arthur has a broad range of experience, including previous roles at Michigan Securities, Inc., River Capital Markets, LLC, T. I. Investments, Inc., TriCorp Securities, Ltd., Drexel Burnham Lambert Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bache Halsey Stuart Shields Incorporated, Shearson Loeb Rhoades Inc., Shearson Hayden Stone Inc., and Merrill Lynch, Pierce, Fenner & Smith, Inc. Arthur is a Series 65, 63, 24, 4, 40, 12, 3, 7, and 1 licensed professional. The Colony Group, LLC is a leading wealth management firm with offices throughout the United States. The firm provides a range of financial services to individuals, families, and institutions.
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
MI
05/03/2024 - Present
THE Colony Group, LLC (Bingham Farms MI)
MI
07/08/2008 - 02/02/2009
MICHIGAN SECURITIES, INC. (TROY MI)
MI
08/17/2007 - 03/07/2008
RIVER CAPITAL MARKETS, LLC (BLOOMFIELD HILLS MI)
NA
02/04/1994 - 05/23/1994
T. I. INVESTMENTS, INC.
NA
01/03/1989 - 11/16/1993
TRICORP SECURITIES, LTD.
NA
04/11/1986 - 05/19/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/08/1979 - 04/16/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/28/1978 - 11/26/1979
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
11/22/1977 - 03/22/1979
SHEARSON LOEB RHOADES INC.
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
04/12/1976 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
02/12/1973 - 04/22/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 12/30/1976
Series 40 - Registered Principal Examination
BC
Issued 12/21/1976
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/23/2020
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1980
PC - AMEX Put and Call Exam
BC
Issued 02/06/1973
Series 1 - Registered Representative Examination
BC
Issued 01/19/1973
Series 000 - General Securities Principal Examination
Active
Inactive
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