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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delmy? Claim Your ProfileDelmy Noemi Lopez cordero is an investment advisor representative at THE Colony Group, LLC. Delmy has been a registered investment advisor representative since 2023. Delmy is a Series 65 licensed investment advisor representative. Delmy specializes in providing investment advice to individuals, families, and businesses. The Colony Group, LLC is a financial advisory firm that provides investment management, financial planning, and other wealth management services to individuals, families, and institutions. The Colony Group, LLC has offices in Boston, New York, and other locations across the United States.
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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NY
11/07/2024 - Present
THE Colony Group, LLC (New York NY)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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