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Rashmi Joshi

Columbia Management Investment Distributors, Inc.

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About Rashmi Joshi

Rashmi Joshi is a financial professional with over 17 years of experience in the industry. Rashmi is currently registered with Columbia Management Investment Distributors, Inc., and is licensed to sell investment company products and variable contracts. Rashmi previously held positions at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Rashmi has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

Firm Information

Rashmi Joshi 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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Rashmi Joshi’s Registration & Firm History

MN

12/18/2019 - Present

Columbia Management Investment Distributors, Inc. (Minneapolis MN)

MN

01/26/2010 - 12/31/2017

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

05/20/2005 - 02/13/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

05/20/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rashmi Joshi.
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