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Courtney Elizabeth Vogel

Invesco Distributors, Inc.

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About Courtney Elizabeth Vogel

Courtney Vogel is a financial advisor with over 10 years of experience in the industry. Courtney is currently registered with Invesco Distributors, Inc. Courtney has a strong background in the financial services industry, having previously worked at OppenheimerFunds Distributor, Inc., Van Eck Securities Corporation, Direct Access Partners LLC, Maxim Group LLC, Columbia Management Investment Distributors, Inc., and Sidoti & Company, LLC.

Firm Information

Courtney Vogel is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Courtney Vogel’s Registration & Firm History

CO

05/25/2019 - Present

Invesco Distributors, Inc. (Greenwood Village CO)

NY

11/26/2014 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

03/03/2011 - 06/19/2013

VAN ECK SECURITIES CORPORATION (NEW YORK NY)

NY

06/28/2010 - 02/01/2011

DIRECT ACCESS PARTNERS LLC (NEW YORK NY)

NY

05/11/2010 - 07/16/2010

MAXIM GROUP LLC (NEW YORK NY)

MA

05/01/2010 - 05/26/2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

11/07/2009 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

NY

06/02/2006 - 10/08/2009

SIDOTI & COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Elizabeth Vogel.
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