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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Biliack is a financial advisor who provides services through The Colony Group, LLC. Jacob Biliack is a CERTIFIED FINANCIAL PLANNER™ professional. Jacob Biliack has been working in the financial industry for over 10 years. Prior to joining The Colony Group, LLC, Jacob Biliack worked at AXA ADVISORS, LLC, WT Wealth Management, LLC, HoyleCohen, LLC, and Four Peaks Wealth Management, LLC. Jacob Biliack has a strong background in financial planning and portfolio management. Jacob Biliack specializes in working with high-net-worth individuals, families, and businesses. Jacob Biliack's areas of expertise include investment management, financial planning, retirement planning, and estate planning. Jacob Biliack is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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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AZ
12/11/2024 - Present
THE Colony Group, LLC (Phoenix AZ)
AZ
02/17/2016 - 06/14/2017
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 04/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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