Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolin? Claim Your ProfileNolin Rossi Frias is an investment advisor representative with The Colony Group, LLC. Nolin has been in the financial services industry for over 10 years. Nolin is a Certified Financial Planner and holds Series 66, Series 7, and SIE licenses. Nolin has previous experience with John Hancock Investment Management Distributors LLC, John Hancock Distributors LLC, John Hancock Funds, LLC, and Ameriprise Financial Services, Inc. Nolin is registered with the state of Rhode Island.
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
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MA
01/03/2018 - 04/22/2022
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
09/14/2016 - 01/03/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
06/03/2014 - 09/15/2016
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
10/09/2013 - 05/28/2014
AMERIPRISE FINANCIAL SERVICES, INC. (FALL RIVER MA)
BOTH
Issued 01/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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