Unclaimed
Brandon Moralee De la torre is a financial advisor at Invesco Advisers, Inc. Brandon is a registered representative with FINRA and has been in the industry since 1999. Brandon is active in 53 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Brandon is a licensed principal and can provide 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
GA
06/19/2012 - Present
Invesco Advisers, Inc. (ATLANTA GA)
BOTH
Issued 06/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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