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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Roger Palmer is a financial advisor currently working at Columbia Management Investment Advisers, LLC. Darren has been in the industry since 2002 and has worked for several firms including Columbia Management Investment Distributors, Inc., Columbia Management Distributors, Inc., State Street Research Investment Services, Inc., and Putnam Retail Management Limited Partnership. Darren is licensed as a financial advisor in Minnesota, Montana, North Dakota, South Dakota, and Wisconsin. Darren specializes in portfolio management for businesses, individuals, investment companies 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.
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
09/22/2023 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MN
05/01/2010 - 09/20/2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MA
08/03/2005 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/22/2004 - 07/13/2005
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MA
06/27/2002 - 05/17/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 08/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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