Unclaimed
Andrew Brown is a registered investment advisor representative with Invesco Advisers, Inc. Andrew has been in the financial services industry since 2012. Andrew is licensed to offer securities in 53 states and the District of Columbia. Andrew holds the Series 63, Series 65, Series 7 and SIE exams. Prior to joining Invesco Advisers, Inc., Andrew was employed by DAVID LERNER ASSOCIATES, INC..
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.
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.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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
TX
01/31/2014 - Present
Invesco Advisers, Inc. (Grand Prairie TX)
NY
09/18/2012 - 12/19/2013
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
IA
Issued 01/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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