Unclaimed
George Avery is an investment advisor representative with Invesco Advisers, Inc. in Atlanta, Georgia. George has been in the industry since May 23, 2002, and has a strong track record of success. George is registered with FINRA and the state of Texas. George specializes in portfolio management for 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
GA
08/18/2017 - Present
Invesco Advisers, Inc. (ATLANTA GA)
GA
07/15/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (ATLANTA GA)
GA
05/23/2002 - 07/15/2005
AMVESCAP SERVICES, INC. (ATLANTA GA)
IA
Issued 08/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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