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Jessica Lee Catalano

Columbia Management Investment Distributors, Inc.

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About Jessica Lee Catalano

Jessica Catalano is a financial professional with over 20 years of experience in the industry. Jessica is currently registered with Columbia Management Investment Distributors, Inc., located in Boston, MA. Jessica's prior experience includes roles with John Hancock Funds, LLC and DWS Scudder Distributors, Inc. Jessica holds Series 6 and Series 63 licenses, and the SIE exam.

Firm Information

Jessica Catalano is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jessica Catalano’s Registration & Firm History

MA

01/04/2013 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

06/27/2006 - 01/03/2013

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

IL

09/14/2000 - 06/21/2006

DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Lee Catalano.
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