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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Robert Berger is a registered Investment Advisor Representative in Arizona, affiliated with The Colony Group, LLC. Joshua has been in the industry since 2015 and has a Series 65 license. Joshua's background includes previous employment at Henry+Horne Wealth Management, InterOcean Capital Group, LLC, and The Colony Group, LLC. The Colony Group, LLC is a Boston-based firm with a strong focus on providing financial planning, portfolio management, and other services to individuals and families.
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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AZ
05/21/2024 - Present
THE Colony Group, LLC (Scottsdale AZ)
IA
Issued 07/24/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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