Unclaimed
Greg Anthony Holland is a financial advisor with Invesco Advisers, Inc. Greg has been in the financial industry since July 25, 2000, and has been registered with the state of Texas since March 9, 2017. Prior to joining Invesco Advisers, Greg was a registered representative with VALIC Financial Advisors, Inc., American General Distributors, Inc., and AIM Distributors, Inc. Greg holds the Series 6, Series 7, and Series 66 licenses and the SIE exam. Greg specializes in providing 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
TX
03/09/2017 - Present
Invesco Advisers, Inc. (HOUSTON TX)
TX
12/01/2003 - 09/15/2011
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/29/2003 - 12/02/2003
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
TX
07/17/2000 - 09/23/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 03/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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