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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Kuster is an active investment advisor representative with The Colony Group, LLC. Patrick is registered in New York, New Jersey and Missouri. Patrick Kuster has been in the financial services industry since 2009 and has experience with several firms including VOYA Financial Advisors, INC., NATIONAL SECURITIES CORPORATION, MML INVESTORS SERVICES, INC., and CHASE INVESTMENT SERVICES CORP.. Patrick is a Certified Financial Planner and holds the Series 6, Series 63 and Series 65 licenses.
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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NY
07/01/2024 - Present
THE Colony Group, LLC (GARDEN CITY NY)
NY
05/12/2015 - 12/26/2016
VOYA FINANCIAL ADVISORS, INC. (Bohemia NY)
NJ
08/18/2010 - 05/14/2013
NATIONAL SECURITIES CORPORATION (ISELIN NJ)
NY
04/28/2010 - 08/18/2010
MML INVESTORS SERVICES, INC. (SYOSSET NY)
NY
09/30/2009 - 04/15/2010
CHASE INVESTMENT SERVICES CORP. (HICKSVILLE NY)
IA
Issued 05/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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