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Jacqueline Dugan

Invesco Distributors, Inc.

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About Jacqueline Dugan

Jacqueline Dugan is a financial professional registered with Invesco Distributors, Inc. Jacqueline holds the Series 6TO and SIE licenses and has been in the industry since October 15, 2023. Previously, Jacqueline worked for Lincoln Financial Distributors, Inc. in Radnor, PA.

Firm Information

Jacqueline Dugan is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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.

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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Jacqueline Dugan’s Registration & Firm History

NY

07/11/2024 - Present

Invesco Distributors, Inc. (NEW YORK NY)

PA

09/13/2023 - 06/07/2024

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 09/13/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Dugan.
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