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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 Michael Frontczak is a financial advisor associated with THE Colony Group, LLC. Joseph has been in the industry since August 2007. Joseph is a Certified Financial Planner and a Chartered Financial Analyst and holds the Series 7, Series 63, Series 65, and Series 66 licenses. Joseph provides financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, pension consulting, publication of periodicals, selection of other advisers, educational seminars, and tax preparation services. Joseph was previously associated with Stifel, Nicolaus & Company, 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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MO
07/01/2024 - Present
THE Colony Group, LLC (St Louis MO)
MO
08/27/2007 - 07/17/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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