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Miriam Olson

Invesco Advisers, Inc.

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About Miriam Olson

Miriam Olson is a financial advisor with over 20 years of experience in the financial services industry. Miriam is a Chartered Financial Analyst and holds a Series 3, 7, 55 and 63 license. Miriam is currently registered with Invesco Advisers, Inc. in Texas. Miriam has previously held positions with Invesco Distributors, Inc., Nuveen Securities, LLC, and Maple Securities U.S.A. Inc.

Firm Information

Miriam Olson is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Miriam Olson’s Registration & Firm History

IL

04/18/2024 - Present

Invesco Advisers, Inc. (Downers Grove IL)

IL

11/01/2018 - 10/27/2023

INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)

IL

10/16/2007 - 01/30/2018

NUVEEN SECURITIES, LLC (CHICAGO IL)

NJ

08/16/2000 - 03/11/2005

MAPLE SECURITIES U.S.A. INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 01/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/13/2002

Series 3 - National Commodity Futures Examination

BC

Issued 09/06/2000

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miriam Olson.
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