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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Magnuson is an Investment Advisor Representative with Columbia Management Investment Advisers, LLC. Samantha has been in the industry since November 2006. Samantha has a Series 7, Series 66, and SIE license. Samantha has been a registered representative with AMERICAN ENTERPRISE INVESTMENT SERVICES INC., AMERIPRISE FINANCIAL SERVICES, INC., RIVERSOURCE FUND DISTRIBUTORS, INC., RIVERSOURCE DISTRIBUTORS, INC., CITIGROUP GLOBAL MARKETS INC., and RBC CAPITAL MARKETS CORPORATION. Samantha is also a registered Investment Advisor Representative with Columbia Management Investment Advisers, LLC. Samantha currently provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Samantha's office is located at 707 2nd Ave S. in Minneapolis, Minnesota.
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
MN
06/04/2020 - Present
Columbia Management Investment Advisers, LLC (Minneapolis MN)
MN
01/03/2017 - 10/22/2019
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
04/09/2010 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/02/2009 - 04/09/2010
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/10/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
09/05/2008 - 11/12/2008
CITIGROUP GLOBAL MARKETS INC. (WAYZATA MN)
MN
11/14/2006 - 09/23/2008
RBC CAPITAL MARKETS CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 02/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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