Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Elizabeth Suozzi is a financial advisor with The Colony Group, LLC. Christine has over 20 years of experience in the financial services industry. She has a broad range of experience in financial planning, portfolio management, and wealth management. Christine is also a Certified Financial Planner™. She is registered to provide investment advisory services in New York and Texas.
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
06/03/2024 - Present
THE Colony Group, LLC (Albany NY)
NY
05/05/2015 - 04/26/2018
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
09/22/2000 - 02/19/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 12/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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