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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Griffin Glennon is a financial advisor with The Colony Group, LLC in Hingham, Massachusetts. Laura has over 20 years of experience in the financial services industry. Previously, she worked for Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Laura is a registered Investment Advisor Representative in Massachusetts and holds the Series 7, 63 and 66 licenses. Laura is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Laura specializes in providing financial planning, portfolio management, and wealth management services to high-net-worth 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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2
MA
02/22/2024 - Present
THE Colony Group, LLC (Hngham MA)
MA
06/01/2009 - 10/10/2012
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
12/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
MA
07/23/2004 - 12/19/2006
MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)
NY
01/03/2003 - 07/09/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/18/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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