Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Schumacher is an investment advisor representative registered with Invesco Advisers, Inc.. Mary has been in the industry since 1993 and holds a Series 7, Series 63, Series 24, and Series 65 license. Mary's prior registrations were with FUND MANAGEMENT COMPANY and FIRST UNION SECURITIES, INC.. Mary currently holds a Series 65 license and is registered with the state of Texas. Mary's experience includes providing investment advice and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Mary has a history of working with a wide range of clients, including insurance companies, charitable organizations, pension and profit-sharing plans, corporations, state and municipal government entities, and sovereign wealth funds. Mary's specialization includes investments in fixed income securities, equity securities, mutual funds, and exchange-traded funds.
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
IA
01/04/2010 - Present
Invesco Advisers, Inc. (Dubuque IA)
TX
12/01/1999 - 12/07/2007
FUND MANAGEMENT COMPANY (AUSTIN TX)
MO
05/05/1993 - 11/05/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1996
Series 24 - General Securities 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 05/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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