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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian David Haywood is an investment advisor representative with The Colony Group, LLC. Brian has been in the industry for over 20 years and has worked with clients in both Missouri and Massachusetts. Brian has a Series 63 and Series 65 license and has also passed the Series 7 exam. Brian currently works from The Colony Group's Boston, MA office. Before joining The Colony Group, Brian worked with UMB Financial Services, Inc. in Chesterfield, MO. Brian focuses on working with high net worth individuals, charitable organizations, and pooled investment vehicles. Brian is a dedicated advisor and is committed to providing his clients with personalized financial advice.
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)
MO
08/27/2003 - 09/08/2006
UMB FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
IA
Issued 09/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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