Unclaimed
David Vincent Knoblauch is a financial professional with over 20 years of experience in the industry. David has been associated with Invesco Advisers, Inc. since 2010. David's previous affiliations include INVESCO DISTRIBUTORS, INC. and SUNAMERICA CAPITAL SERVICES, INC. David holds licenses for securities broker and investment advisor representing 53 states and also holds the Series 6, 7, 24, 51, 63, 65, 79TO and SIE licenses.
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
01/01/2010 - Present
Invesco Advisers, Inc. (ATLANTA GA)
TX
01/02/2001 - 07/09/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NJ
12/01/2000 - 01/04/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 07/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/22/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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