Unclaimed
Galen True is an investment advisor representative at Invesco Managed Accounts, LLC. Galen True has been in the industry for several years, and has worked at several financial institutions including Seattle-Northwest Securities Corporation. Galen True is registered in Washington. Galen True's current firm, Invesco Managed Accounts, LLC is based in Seattle, WA. They provide advisory services for individuals, and businesses. Galen True is a Chartered Financial Analyst.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
10/21/2010 - Present
Invesco Managed Accounts, LLC (SEATTLE WA)
OR
09/16/2009 - 07/12/2013
SEATTLE-NORTHWEST SECURITIES CORPORATION (PORTLAND OR)
BC
Issued 10/22/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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