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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Grecu is an investment advisor representative with The Colony Group, LLC. Jerrold has been working in the financial industry since 1991. Jerrold holds Series 7 and Series 63 licenses and is also a Certified Financial Planner and a Chartered Financial Analyst. Jerrold has experience in various areas of financial advising, including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting, and tax preparation services. Jerrold has worked for several well-known firms in the past, including Charles Schwab & Co., Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
08/29/2024 - Present
THE Colony Group, LLC (BOSTON MA)
TX
07/27/1993 - 10/21/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/21/1992 - 05/14/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/24/1992 - 11/11/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/04/1991 - 03/18/1992
J. W. GANT & ASSOCIATES, INC.
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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