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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Katuzienski is a financial advisor with The Colony Group, LLC. Samuel has been working in the financial industry since 2019. Samuel holds the Series 7TO, Series 63, and SIE exams. Samuel is registered as an Investment Advisor Representative in Indiana and specializes in providing financial planning, portfolio management, and insurance solutions. Samuel has experience working with individual clients, families, and businesses. Samuel is also a Certified Financial Planner.
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)
IN
12/07/2022 - 01/09/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
IN
12/20/2019 - 07/08/2021
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BC
Issued 01/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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