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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justine? Claim Your ProfileJustine Fredericks is an investment advisor representative with The Colony Group, LLC. Justine has been in the industry for over two decades and has a broad range of experience. Justine has held various roles at different firms, including AXA Advisors, LLC, MONY Securities Corporation, and American Skandia Marketing, Inc. Justine holds the Series 65, Series 63, Series 24, and Series 7 licenses. Justine is also registered as an investment advisor in Connecticut and Texas. Justine specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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
CT
11/01/2024 - Present
THE Colony Group, LLC (Westport CT)
NY
06/01/2005 - 09/28/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/08/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
12/16/1997 - 08/28/2002
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IA
Issued 08/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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