Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Ulrich is an investment advisor representative at Invesco Advisers, Inc. Christian has been in the industry since 1998 and has experience in various investment products and services. Christian has held various roles at different firms including AT Investor Services, Inc., AMVESCAP Services, Inc. and Swiss American Securities Inc. Christian is a Chartered Financial Analyst (CFA) and has a diverse set of credentials including Series 3, 7, 24 and 63 licenses. In addition to holding securities registrations, Christian is also registered as an Investment Advisor in Texas.
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.
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2
GA
01/23/2018 - Present
Invesco Advisers, Inc. (ATLANTA GA)
GA
07/15/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (ATLANTA GA)
GA
02/06/2001 - 07/15/2005
AMVESCAP SERVICES, INC. (ATLANTA GA)
NY
09/24/1996 - 07/08/1998
SWISS AMERICAN SECURITIES INC. (NEW YORK NY)
NY
10/19/1993 - 10/17/1994
SWISS AMERICAN SECURITIES INC. (NEW YORK NY)
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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