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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Green is a financial advisor with The Colony Group, LLC and GYL Financial Synergies, LLC. Michael is a Certified Financial Planner and has been in the industry since 1999. Michael has a broad range of experience and expertise in financial planning and investment management. Michael has held various roles in the industry, and is licensed in Connecticut, New Jersey and Texas.
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
NJ
11/01/2024 - Present
THE Colony Group, LLC (Parsippany NJ)
NJ
09/24/1999 - 01/03/2007
TD AMERITRADE, INC. (SHORT HILLS NJ)
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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