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Brendan Hand is an Investment Advisor Representative at THE Colony Group, LLC with over 20 years of experience in the financial services industry. Brendan holds both Series 65 and Series 63 licenses and has prior experience working at AXA Advisors, LLC and Schonfeld Securities, LLC. Brendan is currently registered with the state of New York and has a history of serving clients in Babylon, New York.
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
NY
02/06/2023 - Present
THE Colony Group, LLC (Babylon NY)
NY
10/13/2004 - 11/26/2014
AXA ADVISORS, LLC (BABYLON NY)
NY
08/25/2000 - 03/18/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
IA
Issued 01/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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