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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaimie? Claim Your ProfileJaimie L. Sousa is a financial advisor with The Colony Group, LLC. Jaimie has been working in the financial services industry since 2014. Jaimie is registered in New Hampshire as an Investment Advisor Representative and has a Series 7 and Series 66 license. Jaimie is also a Certified Financial Planner. Jaimie has previously worked at Cambridge Investment Research, Inc. in Fairfield, Iowa and Laconia, New Hampshire; The Foundry Financial Group, Inc. in Laconia, New Hampshire; Cambridge Investment Research Advisers, Inc. in Fairfield, Iowa; and Independence Financial Advisors, LLC in Franklin, New Hampshire. The Colony Group, LLC is a financial advisory firm with offices in Boston, Massachusetts and Concord, New Hampshire. The Colony Group, LLC provides financial planning, portfolio management, and other advisory services to 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
NH
09/21/2022 - Present
THE Colony Group, LLC (Concord NH)
NH
04/07/2014 - 07/22/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (LACONIA NH)
BOTH
Issued 07/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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