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Daniel Jon Beckman

Columbia Management Investment Distributors, Inc.

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About Daniel Jon Beckman

Daniel Jon Beckman is a financial professional with over 23 years of experience in the financial services industry. Daniel is currently registered with Columbia Management Investment Distributors, Inc. Daniel has a strong background in the municipal securities market. Daniel earned the Series 53 Municipal Securities Principal Examination and the Series 52 Municipal Securities Representative Examination. In addition, Daniel holds the Series 7 General Securities Representative Examination and Series 24 General Securities Principal Examination. Daniel has held previous positions at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC.

Firm Information

Daniel Beckman is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Beckman’s Registration & Firm History

MA

04/02/2015 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

06/01/2006 - 04/13/2015

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)

MA

07/21/2014 - 02/24/2015

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

RI

07/26/1999 - 10/28/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 07/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/09/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Jon Beckman.
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