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CHARLES P PEROSIO
CHARLES PETER PEROSIO
CRD#: 4274914
IA
B
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCCRD#: 108257 THOUSAND OAKS, CA
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.CRD#: 840 THOUSAND OAKS, CA
0
Disclosures
24
Years of Experience
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State Registrations
B
California 5/5/2010
IA
California 5/6/2010
SRO Registrations
B
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B
Registered with this firm since 5/5/2010
IA
Registered with this firm since 5/5/2010
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/29/2005 - 05/05/2010 | OAK PARK, CA | |
B | 04/28/2005 - 05/05/2010 | BOSTON, MA | |
B | 08/02/2002 - 05/02/2005 | BOSTON, MA | |
IA | 04/27/2004 - 04/28/2005 | SAN DIEGO, CA | |
B | 11/24/2000 - 06/21/2002 | OMAHA, NE |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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