Unclaimed
Danielle Nicole Singer is a registered investment advisor representative with Invesco Advisers, Inc. with over 20 years of experience in the industry. Danielle Singer has a strong background in the financial services industry, with previous roles at UBS Global Asset Management (US) Inc., UBS Financial Services Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
NY
06/16/2014 - Present
Invesco Advisers, Inc. (New York NY)
IL
03/16/2006 - 05/28/2014
UBS GLOBAL ASSET MANAGEMENT (US) INC. (CHICAGO IL)
NY
03/17/2004 - 03/23/2006
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MN
02/20/2002 - 04/02/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/20/2002 - 04/02/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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