Unclaimed
Pamela Czekanski is a financial advisor registered with Loomis, Sayles & Company, LP. Pamela is a Chartered Financial Analyst (CFA) with a state license to sell securities. She has been a registered advisor since January 6, 2003. Pamela has worked at Loomis, Sayles & Company, LP since February 1995 and is based in Boston, MA.
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.
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.
Non-discretionary investment advice
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.
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.
Minimum annual fee and/or minimum account size
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MA
09/22/2005 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
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