Unclaimed
Michael Head is a financial advisor with over 18 years of experience in the industry. Michael is currently registered with Invesco Advisers, Inc. in Illinois. Michael has previously been employed by VAN KAMPEN FUNDS INC. and SCUDDER DISTRIBUTORS, INC. Michael holds the Series 6, 7, 63, 66, SIE and Series 79TO licenses. Michael's specializations include providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Michael is also a member of HEAD BOYS LLC, an investment-related LLC.
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
OH
08/09/2010 - Present
Invesco Advisers, Inc. (Bay Village OH)
IL
12/02/2005 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
02/08/2005 - 12/07/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law 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 03/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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