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Joseph Brian Gunderson

Invesco Distributors, Inc.

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About Joseph Brian Gunderson

Joseph Brian Gunderson is a financial advisor who has been working in the industry since March 2012. He currently works for Invesco Distributors, Inc. in New York, NY. Joseph has a Series 63, Series 24, SIE, and Series 7. He is registered in New York. He previously worked for OppenheimerFunds Distributor, Inc.

Firm Information

Joseph Gunderson 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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Joseph Gunderson’s Registration & Firm History

NY

05/25/2019 - Present

Invesco Distributors, Inc. (NEW YORK NY)

NY

03/02/2012 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Brian Gunderson.
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