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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Sweet is an investment advisor representative at Invesco Managed Accounts, LLC. Nicholas is registered with the state of Washington. Nicholas has been working in the investment industry since 2016. Nicholas has been with Invesco Managed Accounts, LLC since April 2021. Prior to joining Invesco Managed Accounts, LLC, Nicholas worked at Parametric Portfolio Associates, Merrill Lynch / Bank of America, Royal Rover Grill House, and was unemployed. Nicholas specializes in providing portfolio management services for both individuals and businesses. Nicholas's professional experience includes a background in finance and a passion for helping clients achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
08/26/2021 - Present
Invesco Managed Accounts, LLC (SEATTLE WA)
IA
Issued 08/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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