Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Nelis is a registered investment advisor representative with Invesco Advisers, Inc. Patrick has been in the industry since August 30, 2020 and is licensed in 53 states and the District of Columbia. Patrick has passed the Series 65, Series 63, Series 7, and the SIE exams. Patrick specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
GA
05/02/2024 - Present
Invesco Advisers, Inc. (ATLANTA GA)
BC
Issued 06/18/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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