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Karen Fernandes

Invesco Advisers, Inc.

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About Karen Fernandes

Karen Fernandes is a registered investment advisor representative with Invesco Advisers, Inc. Karen has been in the industry since 2011 and has experience with a variety of firms including BNY Mellon Securities Corporation, State Street Global Markets, LLC, and Foreside Fund Services, LLC. Karen holds the Series 3, 7, 24, 63, and 65 licenses. Karen specializes in investment management, pension consulting, and portfolio management for businesses, individuals, and investment companies.

Firm Information

Karen Fernandes is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Karen Fernandes’s Registration & Firm History

MA

05/03/2024 - Present

Invesco Advisers, Inc. (Charlestown MA)

MA

04/01/2022 - 04/15/2024

FORESIDE FUND SERVICES, LLC (Boston MA)

MA

12/11/2013 - 01/26/2022

BNY MELLON SECURITIES CORPORATION (BOSTON MA)

MA

06/02/2009 - 08/27/2009

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 12/23/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2015

Series 3 - National Commodity Futures Examination

BC

Issued 12/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Fernandes.
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