Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shellie? Claim Your ProfileShellie Kurek Peters is a financial advisor at The Colony Group, LLC, where she has been employed since January 2018. Shellie has over 20 years of experience in the financial services industry. She holds the Series 6, 7, and 63 licenses, as well as the Certified Financial Planner designation. Shellie has a history of working with a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Shellie is committed to providing her clients with comprehensive financial planning and investment management services. Prior to joining The Colony Group, LLC, Shellie worked at Bridgewater Wealth & Financial Management, LLC, for four years.
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
MD
02/27/2018 - Present
THE Colony Group, LLC (Bethesda MD)
NY
02/18/2003 - 12/31/2004
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/25/2002 - 02/10/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
01/22/2002 - 03/25/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
11/16/1999 - 01/28/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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