Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Conner Weisbecker is a financial advisor currently registered with Invesco Advisers, Inc.. Robert has worked in the financial services industry since 2014. Robert has passed several industry exams including the Series 7, Series 52, Series 65, and Series 66 exams. Robert holds the Chartered Financial Analyst designation. Robert has experience working with clients including investment companies, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Robert has previously been registered with INVESCO DISTRIBUTORS, INC., CARILLON FUND DISTRIBUTORS, INC., and RAYMOND JAMES & ASSOCIATES, INC..
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
IL
06/02/2021 - Present
Invesco Advisers, Inc. (Downers Grove IL)
IL
02/27/2018 - 10/02/2020
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
FL
06/11/2015 - 02/07/2018
CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
12/09/2014 - 06/19/2015
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 02/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2014
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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