Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rege? Claim Your ProfileRege Eisaman is a financial advisor with The Colony Group, LLC. Rege is based in Nashville, Tennessee, and has been in the financial industry since 1993. Rege has a wide range of experience in financial advising, working with individuals and businesses. Rege is a Chartered Financial Analyst and holds the Series 7, Series 2, Series 63, and Series 65 licenses. Rege has held previous positions with Interocean Capital, LLC and TJM Investments, LLC.
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
TN
05/01/2024 - Present
THE Colony Group, LLC (Nashville TN)
IL
10/30/2007 - 10/23/2009
TJM INVESTMENTS, LLC (CHICAGO IL)
IL
05/15/2006 - 11/05/2007
REARDEN SECURITIES LLC (CHICAGO IL)
NY
07/03/2001 - 11/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/23/1999 - 07/13/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
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