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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Guenard is a financial advisor with Columbia Management Investment Advisers, LLC and is licensed to provide financial advice in Pennsylvania. Brian Guenard has been working in the financial services industry since 1994. Before joining Columbia Management Investment Advisers, LLC, Brian Guenard worked at Columbia Management Distributors, Inc. and 1717 Capital Management Company. Brian Guenard holds the Series 6, 7, 63 and 65 securities licenses and the SIE exam certification. Brian Guenard provides a wide range of financial services, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Columbia Management Investment Advisers, LLC is an investment advisor that provides financial services to individuals, businesses, investment companies and pooled investment vehicles. Columbia Management Investment Advisers, LLC is headquartered 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.
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.
1
2
PA
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (FURLONG PA)
MA
09/18/1996 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
DE
01/14/1994 - 08/19/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 07/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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