Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Nedeljkov is an investment advisor representative at Columbia Management Investment Advisers, LLC. She has been in the industry since March 4, 2019 and holds Series 7, 63, and 65 licenses. Anita has prior experience with NYLIFE Securities LLC and has a history of working in various roles in the hospitality industry. Anita is also the owner and proprietor of Shield Glamping LLC, a short-term rental business. She is registered to provide investment advice in Kansas, Massachusetts, and Missouri.
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
01/02/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
02/26/2019 - 06/14/2023
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 12/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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