Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tempesta is a registered Investment Advisor Representative with Columbia Management Investment Advisers, LLC. He has over 20 years of experience in the financial services industry. Michael is a Series 6, 7, 24, 63, and 66 licensed professional. Michael has worked for several prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Michael's expertise spans a range of areas, including asset allocation, credit analysis, and portfolio management. He is also qualified to provide services to a variety of clients including high-net-worth individuals, insurance companies, corporations, and pension plans.
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.
1
2
MA
08/21/2014 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
10/23/2009 - 08/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
06/29/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
11/25/1997 - 01/03/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
04/18/2005 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
OR
04/18/2005 - 06/14/2005
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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