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Ravi Rameshchandra Talati

Invesco Advisers, Inc.

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About Ravi Rameshchandra Talati

Ravi Talati is an investment advisor representative with Invesco Advisers, Inc. Ravi has been in the financial services industry since 2002. Ravi has experience providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Ravi holds FINRA Series 66 and Series 7 licenses as well as the SIE and the Uniform Investment Adviser Law Examination.

Firm Information

Ravi Talati 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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Ravi Talati’s Registration & Firm History

FL

07/08/2024 - Present

Invesco Advisers, Inc. (Tampa FL)

NC

08/26/2011 - 07/03/2024

ALLSPRING FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

OH

12/15/2009 - 08/25/2011

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

IL

08/21/2003 - 07/07/2009

RYDEX DISTRIBUTORS, INC. (SCHAUMBURG IL)

NY

03/26/2002 - 08/19/2003

AXA ADVISORS, LLC (NEW YORK NY)

MN

02/21/2002 - 03/22/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/21/2002 - 03/22/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ravi Rameshchandra Talati.
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