Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Wolfe is a financial advisor with The Colony Group, LLC, a firm with offices in Boston, Massachusetts and Cincinnati, Ohio. Harrison has been in the financial services industry since 2015 and has extensive experience advising individuals and families on their financial goals. Harrison has a strong understanding of the investment process and is committed to helping clients achieve their financial objectives. Harrison holds the Series 6, Series 63, and Series 65 licenses and is a Certified Financial Planner.
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
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
OH
08/18/2015 - 01/16/2018
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
IA
Issued 12/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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