Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Cassidy is a Registered Representative associated with Columbia Management Investment Advisers, LLC. Colleen has been in the industry since June 2023. Colleen holds the Series 66 license and has been registered with the state of Massachusetts since November 2024. Colleen has been a member of Columbia Management Investment Distributors, Inc in Boston, ME since June 2024. Previously, Colleen was employed by Jefferies LLC in Boston, MA, Boston College in Boston, MA, Darien High School in Darien, CT, and Middlesex Middle School in Darien, CT.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
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MA
11/13/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
Active
Inactive
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