Unclaimed
Jesse Frazier is a financial advisor with Invesco Advisers, Inc. Jesse has been in the industry since 1997 and holds a Series 7, Series 63, Series 65, Series 79TO, and SIE licenses. Jesse has experience in various investment areas including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jesse is registered in Texas as both a broker-dealer and investment advisor.
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)
TX
10/31/1997 - 07/28/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
10/23/1996 - 07/11/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 06/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1996
Series 63 - Uniform Securities Agent State Law 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 10/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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