Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crista? Claim Your ProfileCrista Demasi is a financial advisor with Invesco Advisers, Inc. Crista has been in the industry since 1996 and holds licenses in 53 states. She is registered as both a broker-dealer and an investment advisor. Her areas of expertise include portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Crista also provides advisory services to Canadian registered mutual funds and private funds.
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
07/26/2013 - Present
Invesco Advisers, Inc. (ATLANTA GA)
CO
02/25/2005 - 04/16/2013
JANUS DISTRIBUTORS LLC (DENVER CO)
NY
06/04/2003 - 01/21/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
CA
02/11/2003 - 05/21/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
07/13/2000 - 02/07/2001
INSTINET.COM CORPORATION (NEW YORK NY)
NY
11/04/1997 - 05/30/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/13/1995 - 10/30/1997
SALOMON BROTHERS INC. (NEW YORK NY)
NY
08/09/1994 - 07/14/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Crista Demasi is the right advisor for you? Invested Better is here to help.
