Unclaimed
Gene Richard Tannuzzo is a financial professional with over 18 years of experience in the industry. Gene is currently registered with Columbia Management Investment Advisers, LLC in Massachusetts. Before joining Columbia Management Investment Advisers, LLC, Gene worked with several firms including Ameriprise Financial Services, Inc., IDS Life Insurance Company, and RiverSource Distributors, Inc.. Gene is also registered as an Investment Advisor Representative in Minnesota.
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
02/03/2014 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MN
01/02/2009 - 08/23/2011
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/03/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/15/2004 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/15/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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