Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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