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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Yvette Delmore is an investment advisor representative with The Colony Group, LLC. Brenda has been in the industry since 1994 and has a wide range of experience, having worked at firms such as UBS Financial Services Inc., Teachers Personal Investors Services, Inc. and TIAA-CREF Individual & Institutional Services, Inc. Brenda holds Series 6, 7, 26, 63, 65 and 66 licenses. She also holds a Uniform Investment Adviser Law Examination license. Brenda specializes in providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, individuals other than high-net-worth, state or municipal government entities, and pooled investment vehicles. Brenda also provides other services, such as tax preparation, dispute resolution, family office services, business management services, insurance solutions, and credit and cash management solutions. Brenda is an active member of the financial services industry and is committed to providing her clients with the highest level of service and expertise.
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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2
CT
11/07/2024 - Present
THE Colony Group, LLC (Westport CT)
CT
08/22/2007 - 07/24/2008
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NY
07/30/1996 - 10/08/2001
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
12/20/1994 - 12/31/1995
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
IA
Issued 05/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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