Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deirdre? Claim Your ProfileDeirdre Patrice Pirozzi is a registered investment advisor representative with Columbia Management Investment Advisers, LLC. Deirdre has been in the industry since 2018 and holds Series 63, 66 and 7 licenses as well as the SIE. Deirdre is licensed in 53 states. Deirdre is part of a team at Columbia Management that manages over $400 billion in assets. The team provides asset liability management, credit analysis and asset allocation services to a variety of clients, including high-net-worth individuals, businesses, investment companies, and pooled investment vehicles.
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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2
MA
01/04/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
BOTH
Issued 12/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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