Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadine? Claim Your ProfileNadine Gordon Lee is a financial advisor with The Colony Group, LLC. Nadine has been in the industry since 1998. Nadine has Series 6 and Series 63 licenses. Nadine is registered in Connecticut, Massachusetts and New York. Nadine is a Certified Financial Planner and a Personal Financial Specialist. Nadine is associated with the Greenwich, CT and Boston, MA offices of The Colony Group, LLC. The Colony Group, LLC is a financial advisory firm that provides financial planning, portfolio management and other 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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CT
07/31/2023 - Present
THE Colony Group, LLC (Greenwich CT)
NY
05/15/1998 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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