Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Kendall Brede is a financial advisor with The Colony Group, LLC. Debra has been in the industry since 1983 and has a variety of experience in the financial services industry, working with a number of different companies including Commonwealth Financial Network and GW & Wade Asset Management Company, LLC. Debra specializes in financial planning, investment management, portfolio management, and insurance solutions.
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
01/02/2021 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (Needham MA)
MA
07/10/1990 - 12/31/2020
COMMONWEALTH FINANCIAL NETWORK (NEEDHAM MA)
NA
10/30/1989 - 11/21/1989
COMMONWEALTH EQUITY SERVICES, INC.
NY
01/28/1988 - 11/16/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
08/24/1983 - 02/19/1988
SHEARSON LEHMAN HUTTON INC.
BC
Issued 09/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/07/1984
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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