Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Magpantay Urgena is an investment advisor representative at Invesco Advisers, Inc. based in Downers Grove, Illinois. Anthony has been in the industry since August 2017 and has a Series 66, Series 7 and SIE license. Anthony has previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Invesco Advisers, Inc. is an investment advisor firm with over $10 billion - $50 billion in assets under management.
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.
1
2
IL
04/12/2019 - Present
Invesco Advisers, Inc. (DOWNERS GROVE IL)
IL
08/04/2017 - 03/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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