Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Cole is a financial advisor at The Colony Group, LLC, with over 8 years of experience in the industry. Ian is a Chartered Financial Analyst and holds the Series 63, Series 7 and SIE licenses. Ian has previously worked at SCOTTTRADE, INC. His experience includes providing financial planning, portfolio management, and tax preparation services to a range of clients, including individuals, families, businesses, and institutions.
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
02/05/2018 - Present
THE Colony Group, LLC (Boston MA)
MA
09/14/2010 - 02/18/2016
SCOTTRADE, INC. (NATICK MA)
BC
Issued 09/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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