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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 V. Arena is a financial advisor with The Colony Group, LLC. Joseph has over 15 years of experience in the financial industry. Joseph is registered with the Securities and Exchange Commission and holds the Series 63, Series 65, and Series 7TO licenses. Joseph is also a registered investment advisor in New York and Pennsylvania. Prior to joining The Colony Group, LLC, Joseph was employed by Foreside Fund Services, LLC. Joseph holds a bachelor's degree from Baruch College. Joseph specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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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NY
07/11/2024 - Present
THE Colony Group, LLC (NEW YORK NY)
ME
01/26/2021 - 08/09/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IA
Issued 12/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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