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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Granger is a financial advisor at The Colony Group, LLC. Joseph has over 5 years of experience in the financial services industry. Joseph holds Series 66, Series 7TO, and SIE licenses. Joseph is also a Certified Financial Planner. Joseph's areas of specialization include Retirement Planning, College Savings Planning, Estate Planning, and Insurance Planning. Prior to joining The Colony Group, LLC, Joseph was employed by UBS Financial Services Inc. and Carolina Capital Consulting, Inc. Joseph is committed to providing his clients with personalized financial advice and guidance.
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)
NC
09/10/2019 - 08/13/2020
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 10/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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