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Perri Postma Williams

Invesco Distributors, Inc.

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About Perri Postma Williams

Perri Postma Williams is a registered representative in Texas. Perri has been in the securities industry since June 2, 1994. Perri is currently employed by Invesco Distributors, Inc., which is a FINRA registered broker-dealer. Perri has previously worked at VAN KAMPEN FUNDS INC., ADVANTAGE CAPITAL CORPORATION, and FIDELITY BROKERAGE SERVICES, INC..

Firm Information

Perri Williams is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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.

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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Perri Williams’s Registration & Firm History

TX

06/01/2010 - Present

Invesco Distributors, Inc. (HOUSTON TX)

TX

09/14/1995 - 06/01/2010

VAN KAMPEN FUNDS INC. (HOUSTON TX)

GA

10/10/1994 - 09/28/1995

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

RI

05/11/1994 - 09/16/1994

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 05/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Perri Postma Williams.
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