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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 Elzahr is a financial advisor with The Colony Group, LLC. Michael has been in the industry since 2002 and is registered in Florida. He specializes in a variety of financial services, including financial planning, portfolio management, and tax preparation services. Michael holds the Series 7, Series 86, Series 87, and Series 55 licenses. Michael is a Chartered Financial Analyst.
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
FL
06/19/2019 - Present
THE Colony Group, LLC (Boca Raton FL)
NY
03/09/2010 - 06/01/2011
DAHLMAN ROSE & COMPANY, LLC (NEW YORK NY)
NY
06/04/2003 - 10/25/2006
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
08/16/2002 - 06/09/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
BC
Issued 03/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/01/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/29/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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