Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Roers Nelson is a financial advisor with The Colony Group, LLC, in Hingham, MA. Mackenzie has been in the financial services industry since 2014. Mackenzie holds the Series 6, Series 7 and Series 63 licenses. Mackenzie is also a Certified Financial Planner. Mackenzie previously worked for Northwestern Mutual Investment Services, LLC, in Boston, MA. The Colony Group, LLC is a wealth management firm that provides financial planning, investment management, and other services to individuals, families, and businesses. The firm has approximately $21.47 billion in assets under management.
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
08/16/2022 - Present
THE Colony Group, LLC (Hingham MA)
MA
05/02/2015 - 07/19/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
BC
Issued 05/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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