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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Goldberg is an investment advisor representative with The Colony Group, LLC. Gerald is based in West Hartford, Connecticut and has over 25 years of experience in the financial industry. Gerald has a broad range of experience in financial planning, investment management, and other financial services. Gerald also has experience working with clients in the areas of charitable organizations, corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
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
CT
11/07/2024 - Present
THE Colony Group, LLC (West Hartford CT)
CT
06/20/2014 - 08/02/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WEST HARTFORD CT)
CT
07/01/2003 - 06/20/2014
WELLS FARGO ADVISORS, LLC (WEST HARTFORD CT)
NY
11/20/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1996
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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