linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katelyn Degnan

Invesco Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katelyn? Claim Your Profile

About Katelyn Degnan

Katelyn Degnan is an investment advisor representative with Invesco Advisers, Inc.. Katelyn has been in the industry since July 2020. She is registered with FINRA and the state of Georgia. Katelyn has passed the Series 66, Series 7TO and the SIE exams. Katelyn has previous experience with Raymond James & Associates, Inc.

Firm Information

Katelyn Degnan 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katelyn Degnan’s Registration & Firm History

GA

06/03/2022 - Present

Invesco Advisers, Inc. (ATLANTA GA)

GA

06/24/2020 - 05/09/2022

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

Not sure if Katelyn Degnan is right for you?

Licenses & Designations

BOTH

Issued 07/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katelyn Degnan.
Not sure if Katelyn Degnan is right for you?