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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Alexander Fuentes is a registered investment advisor representative with Invesco Advisers, Inc. based in Houston, TX. Eric has been in the financial services industry since 2008. Eric has earned licenses for Series 63, Series 65, Series 7, Series 24 and SIE. Eric has been registered with J.P. Morgan Securities LLC, Chase Investment Services Corp., BBVA Compass Investment Solutions, Inc and Ameriprise Financial Services, Inc. in the past. Eric specializes in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.
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
TX
07/08/2015 - Present
Invesco Advisers, Inc. (Houston TX)
TX
10/01/2012 - 07/07/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
07/07/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
04/17/2008 - 06/30/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
09/24/2007 - 10/17/2007
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
IA
Issued 09/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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