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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mason Czerwinski is an investment advisor representative with The Colony Group, LLC. Patrick is also registered as an investment advisor representative with Merriman. Patrick holds a Series 63 and 65 license and is active in Oregon. Patrick has been in the industry since 2023 and has previously worked at KEY INVESTMENT SERVICES LLC. Patrick provides financial planning, portfolio management, and educational seminars to individuals and businesses. Patrick has a special interest in working with charitable organizations, high-net-worth individuals, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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02/06/2025 - Present
THE Colony Group, LLC (Eugene OR)
OR
05/02/2023 - 02/05/2024
KEY INVESTMENT SERVICES LLC (Eugene OR)
IA
Issued 05/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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