Unclaimed
Michelle Dreer is a financial professional with over 20 years of experience in the industry. Michelle is currently registered with Invesco Distributors, Inc. and has previously worked at Fund Management Company and AIM Distributors, Inc. Michelle holds Series 6, 7, 63 and SIE licenses. Michelle is registered to provide investment advice in 53 states and jurisdictions.
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.
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.
1
2
TX
12/12/2007 - Present
Invesco Distributors, Inc. (HOUSTON TX)
TX
02/02/2005 - 12/12/2007
FUND MANAGEMENT COMPANY (HOUSTON TX)
TX
08/20/2001 - 02/02/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 08/21/2002
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 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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