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Michal Shwarzman

Columbia Management Investment Distributors, Inc.

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About Michal Shwarzman

Michal Shwarzman is a financial professional with experience in the financial services industry. Michal is currently registered with Columbia Management Investment Distributors, Inc. Previously, Michal was associated with VALIC Financial Advisors, Inc. and Invesco Distributors, Inc.. Michal holds the Series 7 and SIE licenses.

Firm Information

Michal Shwarzman 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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Michal Shwarzman’s Registration & Firm History

MN

05/14/2021 - Present

Columbia Management Investment Distributors, Inc. (Minneapolis MN)

TX

04/09/2020 - 05/07/2021

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

06/05/2017 - 09/05/2018

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michal Shwarzman.
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