Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Perosio has been in the financial industry since January 3, 2001, and is currently registered with Columbia Management Investment Advisers, LLC. Charles has been registered with this firm since May 6, 2010, and has held previous roles with Columbia Management Distributors, Inc. and Banc of America Investment Services, Inc. His prior registrations were active in the states of Massachusetts, California, Nebraska, and Iowa, and were inactive as of 2010. He specializes in providing investment advisory services and asset management.
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
05/06/2010 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
04/28/2005 - 05/05/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/02/2002 - 05/02/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NE
11/24/2000 - 06/21/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 04/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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