Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Deserio is a registered investment advisor representative at Columbia Management Investment Advisers, LLC, a firm with over $427 billion in assets under management. Fred has worked in the financial services industry since 2015 and holds the Series 63, 65 and 66 licenses. Fred specializes in providing asset liability management, credit analysis and asset allocation services. Fred has worked for Foreside Fund Services, LLC and Nikko Asset Management Americas, Inc. in the past. Fred is also the owner of 400 PAS 36A, LLC.
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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MA
09/30/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
Active
Inactive
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