Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Cullington is a financial advisor at The Colony Group, LLC. Elisabeth has been in the financial services industry since 1984. Elisabeth has a wide range of experience in the industry, including working for LINSCO/PRIVATE LEDGER CORP. and CIGNA SECURITIES, INC. Elisabeth is a Certified Financial Planner. Elisabeth's current registrations include a Series 63 license in California. Elisabeth is a Registered Investment Advisor in California. Elisabeth has passed the Series 7, Series 22, and Series 6 exams. Elisabeth's firm specializes in providing a variety of financial services, including portfolio management, financial planning, and investment advisory services. The firm has offices in Boston, MA and San Diego, CA.
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
1
2
CA
09/10/2024 - Present
THE Colony Group, LLC (San Diego CA)
SC
05/15/1992 - 02/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
11/05/1986 - 05/27/1992
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Elisabeth Cullington is the right advisor for you? Invested Better is here to help.
