Unclaimed
Greg Jenkins is a financial advisor with over 25 years of experience in the industry. Greg currently works at Invesco Advisers, Inc., where they have been registered as an investment advisor representative since October 2013. Greg holds a Series 7, 6, 3, 63, and 24 license. Their firm manages assets of over $10 billion.
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
10/18/2013 - Present
Invesco Advisers, Inc. (Dallas TX)
TX
08/08/2007 - 06/07/2010
VAN KAMPEN FUNDS INC. (DALLAS TX)
TX
03/17/2003 - 08/06/2007
CHARLES SCHWAB & CO., INC. (DALLAS TX)
NY
04/14/1997 - 06/12/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
TX
03/17/1993 - 01/23/1997
INVESCO FUNDS GROUP, INC. (HOUSTON TX)
VT
05/01/1992 - 12/31/1992
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 03/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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