Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Mikos is a registered investment advisor representative with Invesco Advisers, Inc.. Michelle has been in the financial services industry since 2005. Michelle has been with Invesco Advisers, Inc. since 2015. Michelle holds multiple securities licenses and has a background in investment banking, futures managed funds and portfolio management. Michelle has experience with individuals, businesses, pooled investment vehicles, investment companies, and pension and profit-sharing plans.
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.
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2
IL
06/19/2015 - Present
Invesco Advisers, Inc. (DOWNERS GROVE IL)
IL
05/23/2006 - 09/18/2006
ALPS DISTRIBUTORS, INC. (WHEATON IL)
NY
09/26/2005 - 04/04/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/28/2008
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 10/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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