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Jodi Lynn Phillips

Invesco Distributors, Inc.

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About Jodi Lynn Phillips

Jodi Lynn Phillips is a registered representative with Invesco Distributors, Inc. Jodi has been in the securities industry since January 1, 2005. Jodi has passed the Securities Industry Essentials (SIE) exam and the Investment Company Products/Variable Contracts Representative Examination (Series 6).

Firm Information

Jodi Phillips 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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Jodi Phillips’s Registration & Firm History

TX

01/01/2005 - Present

Invesco Distributors, Inc. (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jodi Lynn Phillips.
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