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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Estelle? Claim Your ProfileEstelle Gonzalez is a financial advisor with The Colony Group, LLC in Lakewood, CO. Estelle has been working in the financial services industry since 2011, and has a proven track record of helping clients achieve their financial goals. Estelle has a strong understanding of the financial markets, and is committed to providing her clients with personalized financial advice and guidance. Estelle is a registered investment advisor representative in Colorado. Estelle has also held positions at Sagepoint Financial, Inc., Voya Financial Advisors, Inc., and Cetera Advisors LLC. She is a Series 66, Series 7, and SIE licensed professional and has experience in providing financial planning, investment management, and portfolio management services. Estelle specializes in working with individuals, families, and businesses.
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
CO
01/09/2023 - Present
THE Colony Group, LLC (Lakewood CO)
CO
04/29/2020 - 01/21/2021
SAGEPOINT FINANCIAL, INC. (DENVER CO)
CO
01/31/2018 - 05/04/2020
VOYA FINANCIAL ADVISORS, INC. (DENVER CO)
CO
05/20/2015 - 06/27/2016
CETERA ADVISORS LLC (DENVER CO)
BOTH
Issued 08/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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