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Erik William Sweress

Invesco Advisers, Inc.

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About Erik William Sweress

Erik Sweress is an investment advisor representative with Invesco Advisers, Inc., with experience in the financial services industry dating back to February 22, 2010. Erik has a Series 63, Series 65, Series 7, Series 6, Series 51, Series 24, and SIE. Erik is currently registered with the state of Illinois as an Investment Advisor Representative. In the past, Erik was associated with VAN KAMPEN FUNDS INC. from February 23, 2010 to June 1, 2010. Erik holds registrations in 53 states and the District of Columbia.

Firm Information

Erik Sweress 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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Erik Sweress’s Registration & Firm History

OH

11/14/2011 - Present

Invesco Advisers, Inc. (DELAWARE OH)

IL

02/23/2010 - 06/01/2010

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

IA

Issued 11/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2021

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/16/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik William Sweress.
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