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Kelly O'shea Ragsdale

Invesco Distributors, Inc.

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About Kelly O'shea Ragsdale

Kelly O'shea Ragsdale is a financial professional who is a registered representative with Invesco Distributors, Inc.. Kelly's career in the financial services industry began on January 24, 2000. Kelly has held previous positions with Fund Management Company and Invesco Distributors, Inc. Kelly holds the following securities licenses: Series 7, Series 6, Series 26, Series 51, Series 24 and Series 79TO. Kelly is located in HOUSTON, TX and is currently licensed to operate in TX.

Firm Information

Kelly Ragsdale 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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Kelly Ragsdale’s Registration & Firm History

TX

01/25/2000 - Present

Invesco Distributors, Inc. (HOUSTON TX)

TX

05/23/2002 - 12/13/2007

FUND MANAGEMENT COMPANY (HOUSTON TX)

TX

12/19/2003 - 06/10/2004

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 02/14/2007

Series 24 - General Securities Principal Examination

BC

Issued 12/13/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/29/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/24/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly O'shea Ragsdale.
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