Unclaimed
Justin Edward Danfield is an active Investment Advisor Representative (IAR) registered in Texas for Invesco Advisers, Inc. Justin has been in the industry since August 12, 2014 and has a Series 63, Series 65, and Series 7 license, and a SIE exam certification. Justin has previously worked for Guggenheim Funds Distributors, LLC and Vanguard Marketing Corporation. Invesco Advisers, Inc. is a registered investment advisor with $10 billion - $50 billion in assets under management. The firm's advisory services include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Justin is registered in 53 states as a Broker-Dealer and has held previous positions with both Guggenheim and Vanguard.
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
NJ
05/04/2018 - Present
Invesco Advisers, Inc. (Cherry Hill NJ)
IL
05/28/2015 - 04/18/2018
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
NC
08/04/2014 - 05/22/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 05/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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