Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Bruce Zussman is a financial advisor with The Colony Group, LLC. Wayne has been a registered investment advisor since 1999 and has experience with a variety of financial products and services. Wayne holds Series 6, 63, and 65 licenses and is a Certified Financial Planner. Wayne has experience in a variety of industries and has a deep understanding of the financial markets. Wayne is committed to providing his clients with personalized financial advice and guidance.
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 (Easton MD)
MD
04/23/2002 - 12/31/2007
MEDALLION INVESTMENT SERVICES, INC. (GAITHERSBURG MD)
NY
01/08/2002 - 04/17/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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