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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 Eric Winland is a financial advisor at The Colony Group, LLC, a firm with offices in St. Louis, Missouri and Boston, Massachusetts. Mark has been in the financial industry since 1991 and has held various positions with several firms. Mark holds the Series 7, 63, and 65 licenses and is a Certified Financial Planner. Mark specializes in providing financial planning, investment management, and tax preparation services to a wide range of clients, including high-net-worth individuals, families, and institutions. Mark is committed to providing his clients with personalized service and customized solutions to meet 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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2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST. LOUIS MO)
MO
05/04/2004 - 07/10/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
09/24/1998 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
03/11/1994 - 08/22/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
05/10/1993 - 12/23/1993
PENTAD SECURITIES, INC. (SUN CITY AZ)
NA
09/05/1991 - 03/01/1993
CENTURY INVESTORS OF AMERICA, INC.
PA
02/19/1991 - 07/30/1991
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
CO
11/27/1990 - 01/21/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
07/26/1990 - 12/04/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
07/12/1990 - 07/27/1990
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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