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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chanel? Claim Your ProfileChanel Lois Gullage is a financial advisor with The Colony Group, LLC. Chanel has over 20 years of experience in the financial services industry. Chanel has held previous roles with GW & Wade Asset Management Company, LLC, Commonwealth Financial Network, and Canaccord Adams Inc. Chanel is licensed to provide investment advisory services in Massachusetts.
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
MA
03/06/2024 - Present
THE Colony Group, LLC (Needham MA)
MA
01/05/2021 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (Needham MA)
MA
01/10/2007 - 01/04/2021
COMMONWEALTH FINANCIAL NETWORK (NEEDHAM MA)
NY
02/01/2001 - 02/03/2006
CANACCORD ADAMS INC. (NEW YORK NY)
BOTH
Issued 05/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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