Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryann? Claim Your ProfileMaryann Irene Vognild is a financial advisor with The Colony Group, LLC. She holds a Series 63 and Series 66 license and has been in the industry since 2006. Maryann Irene Vognild has previously worked at Crown Capital Securities, L.P., GreenCourse Financial Advisors, LLC, Buckingham Strategic Wealth, LLC, and The Colony Group, LLC. She is a Certified Financial Planner. Maryann Irene Vognild specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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
02/13/2007 - 12/18/2017
CROWN CAPITAL SECURITIES, L.P. (CHESTERFIELD MO)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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