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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Pinch is a financial advisor at The Colony Group, LLC. Timothy has been in the industry since 1989. Timothy is a registered Investment Advisor in Massachusetts. Timothy has a Series 4, Series 6, Series 7, Series 22 and Series 63 licenses. Timothy specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses and Individuals, and Portfolio Management for Pooled Investment Vehicles. Timothy is also a member of the Glastonbury Abbey, Mass Soldier's Legacy Fund and Biltmore Condo Association.
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
03/06/2024 - Present
THE Colony Group, LLC (Wellessley MA)
MA
08/24/1990 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
MA
04/19/1989 - 12/31/1990
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
12/10/1986 - 06/23/1987
WESTON SECURITIES CORPORATION
BC
Issued 05/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1990
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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