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David R Charest

Columbia Management Investment Distributors, Inc.

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About David R Charest

David Charest is a financial advisor with Columbia Management Investment Distributors, Inc. David is a registered representative with the firm and is licensed to sell securities in the state of Massachusetts. David has been in the securities industry since 2007. David holds the Series 6, Series 63, and SIE licenses. Columbia Management Investment Distributors, Inc. is a registered broker-dealer.

Firm Information

David Charest 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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David Charest’s Registration & Firm History

MA

12/13/2019 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

05/01/2010 - 12/31/2017

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

06/20/2007 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 07/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David R Charest.
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