Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miriam? Claim Your ProfileMiriam Flicop Cooper is an Investment Advisor Representative at The Colony Group, LLC, a firm that manages over $21 billion in assets. Miriam is based in Boston, MA. Miriam has been in the financial industry since 1992 and has worked at several firms including Signator Investors, Inc. and John Hancock Funds, Inc. Miriam holds a Series 63, Series 6, and a Series 65 license. The Colony Group, LLC provides financial planning, portfolio management, and other investment advisory services to individuals, families, businesses, 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
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2
MA
02/07/2023 - Present
THE Colony Group, LLC (Boston MA)
MA
10/19/1992 - 08/08/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/19/1992 - 03/13/2000
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
IA
Issued 06/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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