Unclaimed
Michelle Lynn Hall is an active investment advisor representative with Invesco Advisers, Inc. Michelle has been in the industry since 2005 and is registered in Colorado, Texas, and Wyoming. Michelle has a broad range of experience, including working with individual investors, businesses, pooled investment vehicles, investment companies, and state or municipal government entities. Michelle has a strong educational background and has passed the Series 6, 7, 24, 63, and 66 exams. In addition to her work with Invesco Advisers, Inc., Michelle has also worked with OppenheimerFunds Distributor, Inc., NFP Securities, Inc., and American Funds Distributors, Inc.
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
TX
08/30/2011 - Present
Invesco Advisers, Inc. (HOUSTON TX)
NY
10/23/2019 - 12/12/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TX
01/31/2006 - 07/19/2011
NFP SECURITIES, INC. (AUSTIN TX)
CA
05/23/2005 - 01/12/2006
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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