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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Ellen Filliatreault wood is an investment advisor representative with The Colony Group, LLC. Dawn has been working in the financial industry since 1998. Dawn holds a Series 7, Series 6, Series 63, and Series 66 licenses. Dawn has experience working with various client types, including individuals, high-net-worth individuals, families, charitable organizations, and businesses. Prior to joining The Colony Group, LLC, Dawn was an advisor at 1st Global Capital Corp.
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
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
RI
06/11/2013 - 06/12/2018
1ST GLOBAL CAPITAL CORP. (LINCOLN RI)
MA
03/10/1998 - 07/25/2005
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 04/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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