Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Ziegler is a financial advisor with over 30 years of experience in the financial services industry. Colleen is registered with the state of Texas as an Investment Advisor Representative and a Registered Representative. Colleen currently works at Invesco Advisers, Inc. in Houston, Texas. Colleen has also worked for Cetera Advisor Networks LLC and Girard Securities, Inc. Previously, Colleen held positions with Aegon USA Securities Inc. and Invesco Distributors, Inc.. Colleen offers a variety of financial 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.
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2
TX
06/22/2018 - Present
Invesco Advisers, Inc. (Houston TX)
TX
11/01/2017 - 06/01/2018
CETERA ADVISOR NETWORKS LLC (THE WOODLANDS TX)
TX
05/02/2016 - 11/01/2017
GIRARD SECURITIES, INC. (THE WOODLANDS TX)
TX
09/21/1995 - 05/06/2014
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
04/29/1992 - 12/17/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 08/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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