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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tachera? Claim Your ProfileTachera Deniece Roberts is an investment advisor representative with Columbia Management Investment Advisers, LLC. She is registered with the state of Massachusetts and has been in the industry since 2010. Tachera has experience working with various types of clients, including individuals, corporations, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. Tachera is a licensed securities professional with a Series 6, 7, 63 and 65.
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.
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2
MA
03/10/2014 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
CT
01/01/2010 - 01/23/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
IA
Issued 03/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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