Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calise? Claim Your ProfileCalise Danelle Lahodny is a financial advisor with over 23 years of experience in the financial services industry. Calise is currently registered with Invesco Distributors, Inc. in Houston, TX. Calise is a licensed Series 6, 7, 24, 63, and 99TO. Calise has been a registered representative since 2007, previously having been a representative of FUND MANAGEMENT COMPANY from 1999 - 2007.
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.
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.
1
2
TX
12/12/2007 - Present
Invesco Distributors, Inc. (HOUSTON TX)
TX
03/19/1999 - 12/12/2007
FUND MANAGEMENT COMPANY (HOUSTON TX)
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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