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Blanca Ramirez

Invesco Advisers, Inc.

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About Blanca Ramirez

Blanca Ramirez is a registered investment advisor representative with Invesco Advisers, Inc. Blanca has been in the industry since March 17, 1997. Blanca has a wide range of experience with various financial products and services including portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Blanca Ramirez is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Blanca Ramirez’s Registration & Firm History

TX

08/16/2016 - Present

Invesco Advisers, Inc. (HOUSTON TX)

TX

11/07/2011 - 04/27/2016

AMEGY INVESTMENTS, INC. (HOUSTON TX)

TX

12/01/2010 - 11/09/2011

FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)

TX

06/03/1996 - 06/05/2010

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/20/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/05/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/31/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blanca Ramirez.
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