Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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