Unclaimed
Lajuan Wright is a registered investment advisor representative with Invesco Advisers, Inc. Lajuan is also registered in the state of Texas as an investment advisor representative and has been in the industry since March 31, 2008. Prior to joining Invesco Advisers, Inc., Lajuan was employed with E*TRADE SECURITIES LLC, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP.. Lajuan has a Series 63, Series 66, Series 7, Series 6, and SIE license.
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
GA
07/30/2020 - Present
Invesco Advisers, Inc. (Alpharetta GA)
GA
08/05/2016 - 07/17/2020
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
10/01/2012 - 08/04/2016
J.P. MORGAN SECURITIES LLC (LAWRENCEVILLE GA)
CT
03/19/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STAMFORD CT)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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