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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Reed is an investment advisor representative at Columbia Management Investment Advisers, LLC. Olivia has been in the financial services industry since 2012, and has a wide range of experience in the industry. Olivia is a Series 7 and Series 66 licensed representative. She is also a Series 24 licensed Principal. Olivia is registered to offer investment advice in 53 states and jurisdictions. Olivia holds a Chartered Financial Consultant designation. Olivia is passionate about helping her clients reach their financial goals. Olivia is an experienced and knowledgeable advisor, and she is committed to providing her clients with the highest level of service. Olivia specializes in working with individuals, businesses, and investment companies. Olivia has a strong understanding of asset allocation, credit analysis, and portfolio management. Olivia is also a Certified Asset Management Advisor (CAMA). Olivia’s past experience includes positions at Sterling Capital Distributors, LLC and Columbia Management Investment Distributors, Inc..
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
08/02/2022 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NC
12/03/2019 - 06/21/2022
STERLING CAPITAL DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
10/01/2012 - 07/23/2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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