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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Colucci is a financial advisor with The Colony Group, LLC, a firm with over 21 billion dollars under management. Julie has over 20 years of experience in the financial industry and holds the Series 6, Series 26 and Series 65 licenses. Julie also has the Certified Financial Planner designation. Julie is a registered investment advisor in Florida and Massachusetts. Julie specializes in financial planning, portfolio management, and investment advisory services. Julie has experience working with individuals, families, businesses, and charitable organizations.
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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FL
06/10/2024 - Present
THE Colony Group, LLC (Naples FL)
MA
11/18/2002 - 10/17/2005
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
IA
Issued 03/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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