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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Autterson is a financial advisor at The Colony Group, LLC. Mark has been working in the financial services industry since 1990 and holds the Series 7 and Series 63 licenses. Mark specializes in financial planning, portfolio management, and insurance solutions. Mark also provides business management services and credit and cash management solutions. Mark is committed to helping clients achieve their financial goals.
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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MA
01/01/2025 - Present
THE Colony Group, LLC (BOSTON MA)
AZ
01/15/1993 - 02/08/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
12/14/1990 - 02/01/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/14/1990 - 02/01/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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