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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary susan? Claim Your ProfileMary Susan Van Bergen is an investment advisor representative with The Colony Group, LLC. Mary Susan Van Bergen has been in the industry since February 1995. Mary Susan Van Bergen has experience in a variety of financial services, including portfolio management, financial planning, and tax preparation services. Mary Susan Van Bergen is registered with the state of Florida as an investment advisor representative. Mary Susan Van Bergen has a Series 7, Series 63, and Series 65 license. Mary Susan Van Bergen is located in Boca Raton, Florida. Mary Susan Van Bergen has worked at The Colony Group, LLC since May 2019. Mary Susan Van Bergen specializes in providing financial advice to high net worth individuals, families, and institutions.
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
07/03/2019 - Present
THE Colony Group, LLC (Boca Raton FL)
NY
02/22/1995 - 12/03/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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