Unclaimed
Victoria Renner is an Investment Advisor Representative with Columbia Management Investment Advisers, LLC in Boston, MA. Victoria has been active in the industry since April 14, 2019. Victoria has successfully completed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the General Securities Representative Examination. Victoria is registered with the state of Massachusetts.
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
02/07/2020 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
BOTH
Issued 01/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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