Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bryan Richardson has been active in the financial services industry since 1998. Robert is currently registered as a Registered Representative with Invesco Advisers, Inc.. Robert is also registered as an Investment Advisor Representative. Prior to joining Invesco Advisers, Inc., Robert was employed by A I M DISTRIBUTORS, INC.. Robert has a wide range of experience in the securities industry, having passed several securities exams, including the Series 7, Series 6, Series 26, and Series 63. Robert's registrations include the state of Texas. Robert holds several licenses, including Series 6, Series 7, Series 26, and Series 63, and is licensed in multiple states.
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.
1
2
TX
01/01/2010 - Present
Invesco Advisers, Inc. (Austin TX)
TX
09/28/1995 - 08/26/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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