Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Alcides Mejia is a financial advisor with over 17 years of experience in the financial services industry. Edgar is currently registered with Columbia Management Investment Advisers, LLC and holds Series 66, Series 7, and SIE licenses. He previously worked for Columbia Management Distributors, Inc. and Banc of America Capital Management LLC. Edgar specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. He is also experienced in asset liability management, credit analysis and asset allocation services, and selection of other advisors. Edgar is a member of the Screen Actors Guild/Improv Asylum/Improv Boston.
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
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
09/05/2005 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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