Unclaimed
Kenneth Alan Pritzker is an investment advisor representative at The Colony Group, LLC. Kenneth is registered with the state of Florida and has been in the industry since 1996. Kenneth has passed both the Series 65 and Series 2 examinations. Kenneth specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Kenneth has experience working at Steinberg Global Asset Management in Boca Raton, Florida.
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
1
2
FL
07/02/2019 - Present
THE Colony Group, LLC (Boca Raton FL)
IA
Issued 05/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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