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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Jan Patinkin is a Certified Financial Planner and Chartered Financial Analyst. Robin is an Investment Advisor Representative and holds a Series 65 license. Robin's firm, The Colony Group, LLC, is a registered investment advisor with the SEC. The Colony Group is a wealth management firm serving individuals, families, and institutions with a wide range of services, including financial planning, investment management, and tax preparation. Robin has been in the financial services industry since 2004. Robin is currently registered with The Colony Group in Illinois.
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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IL
05/03/2024 - Present
THE Colony Group, LLC (Chicago IL)
IA
Issued 01/21/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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