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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Giacoumakis is an investment advisor representative at The Colony Group, LLC. Nicholas has been in the industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, families, and charitable organizations. Nicholas holds a Series 6, 7, 26, 63 and 65 licenses. Nicholas has been active in the financial services industry since 1988 and has held positions at several firms, including Commonwealth Financial Network, PFS Investments Inc., and Purshe Kaplan Sterling Investments.
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
1
2
FL
06/18/2024 - Present
THE Colony Group, LLC (Naples FL)
MA
02/04/2011 - 07/28/2017
PURSHE KAPLAN STERLING INVESTMENTS (NORTH ANDOVER MA)
MA
12/18/1995 - 02/08/2011
COMMONWEALTH FINANCIAL NETWORK (NORTH ANDOVER MA)
GA
01/04/1989 - 01/01/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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