Unclaimed
Kenneth Misner is an investment advisor representative with Invesco Managed Accounts, LLC. Kenneth has been in the industry since 2015. Kenneth has a Series 66, Series 7 and SIE. Kenneth is registered in 52 states and the District of Columbia. Kenneth is an advisory board member of Longitude.site, an educational organization empowering college students to map innovative career paths.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/08/2023 - Present
Invesco Managed Accounts, LLC (Houston TX)
OH
09/13/2019 - 09/15/2022
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
TX
09/29/2014 - 09/11/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 10/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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