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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Fitzer is a financial advisor registered with The Colony Group, LLC in Missouri. Trisha has been in the financial services industry for over seven years. Trisha's previous experience includes positions at Commonwealth Financial Network, Edward Jones, and Securian Financial Services, Inc. Trisha offers financial planning, portfolio management for individuals and businesses, and pension consulting services to clients.
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
MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
MO
06/16/2021 - 04/28/2023
COMMONWEALTH FINANCIAL NETWORK (CREVE COEUR MO)
MO
06/17/2020 - 05/27/2021
EDWARD JONES (ST LOUIS MO)
MO
03/17/2016 - 09/26/2019
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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