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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Pennell is a financial advisor with Invesco Advisers, Inc. Jeffrey has been working in the financial industry since March 14, 1994. Prior to joining Invesco Advisers, Inc. Jeffrey worked at Ameriprise Financial Services, Inc. and Invesco AIM Distributors, Inc. Jeffrey holds a Series 6, 7, 24, 26, 63, and 65 licenses. Jeffrey has specialized in Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Jeffrey is registered in Texas.
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
08/19/2010 - Present
Invesco Advisers, Inc. (ATLANTA GA)
TX
10/31/2008 - 08/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
10/25/1993 - 06/19/2008
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 07/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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