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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rapoport is a financial advisor with The Colony Group, LLC. Matthew has been working in the financial industry for more than 15 years. Matthew holds the Series 6, 7, 63 and 66 licenses and the SIE exam. Matthew also holds the Certified Financial Planner designation. Prior to joining The Colony Group, LLC, Matthew was employed with PURSHE KAPLAN STERLING INVESTMENTS and MERCER ALLIED COMPANY, L.P..
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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NY
03/17/2021 - Present
THE Colony Group, LLC (Babylon NY)
NY
09/18/2015 - 12/31/2017
PURSHE KAPLAN STERLING INVESTMENTS (Babylon NY)
NJ
08/31/2004 - 08/10/2006
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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