Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Scanlan is a registered investment advisor representative at Columbia Management Investment Advisers, LLC. Patricia has been in the industry since 2014 and is currently registered with the state of Massachusetts. Patricia holds a Series 66 license. Patricia has been employed at Columbia Management Investment Distributors, Inc. since September 2024. Previously, Patricia worked at Legion M Entertainment Inc. in Orinda, California, starting in May 2024. Prior to that, Patricia worked at Him For Her in Oakland, California, starting in June 2022.
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
02/14/2025 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
Active
Inactive
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