Unclaimed
Jerry Clinton Harris is a financial advisor with over 20 years of experience in the industry. Jerry is currently registered with Invesco Advisers, Inc. Jerry has previously been registered with INVESCO SERVICES, INC. Jerry holds a variety of licenses and certifications, including Series 6, 7, 24, 51, and 66 licenses. Jerry is also a Chartered Financial Analyst (CFA). Jerry is a registered investment advisor in Texas. Jerry's specializations include: portfolio management, investment advisory services, and financial planning.
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
01/01/2010 - Present
Invesco Advisers, Inc. (ATLANTA GA)
GA
08/18/1999 - 08/06/2002
INVESCO SERVICES, INC. (ATLANTA GA)
BOTH
Issued 07/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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