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Donna Carolyn Zill letona

Invesco Advisers, Inc.

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About Donna Carolyn Zill letona

Donna Carolyn Zill letona is a financial advisor with Invesco Advisers, Inc. Donna has been in the financial industry since 2007. Donna is registered with FINRA and has a Series 7, Series 31, and Series 66 license. Donna specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Donna has experience working with a variety of clients, including insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.

Firm Information

Donna Zill letona is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Donna Zill letona’s Registration & Firm History

NY

01/20/2012 - Present

Invesco Advisers, Inc. (New York NY)

FL

06/01/2009 - 01/17/2012

MORGAN STANLEY SMITH BARNEY (ORMOND BEACH FL)

FL

08/22/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ORMOND BEACH FL)

FL

10/30/2007 - 09/08/2008

CITIGROUP GLOBAL MARKETS INC. (ORMOND BEACH FL)

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Licenses & Designations

BOTH

Issued 12/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 10/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Carolyn Zill letona.
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