Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blase is a financial advisor at The Colony Group, LLC. William has been in the financial services industry for over seven years and holds a Series 7 and Series 66 license. He is a Chartered Financial Consultant and has experience working with high-net-worth individuals, families, and businesses. William is passionate about helping clients achieve their financial goals and provides a wide range of services, including financial planning, investment management, and estate planning. William has previously worked at Deutsche Bank Securities Inc, Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
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
CA
07/01/2022 - Present
THE Colony Group, LLC (Los Angeles CA)
CA
05/15/2019 - 06/23/2022
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
12/09/2016 - 05/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
CA
09/06/2016 - 11/17/2016
RAYMOND JAMES & ASSOCIATES, INC. (Los Angeles CA)
CA
12/23/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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