Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Maurice Baughan is an investment advisor representative associated with Invesco Advisers, Inc.. Robert has been in the securities industry for over 30 years. Robert holds the Series 6, 7, 24, 63 and 66 securities licenses. Robert has worked for Equitable Life Assurance Society of the United States and Equico Securities, Inc. in the past. Currently, Robert is registered with the state of Texas. The firm has clients including state or municipal government entities, insurance companies, corporations or other businesses, investment companies, pooled investment vehicles, pension and profit sharing plans and charitable organizations.
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
GA
04/29/2016 - Present
Invesco Advisers, Inc. (ATLANTA GA)
NA
12/07/1992 - 07/06/1994
EQUICO SECURITIES, INC.
NA
12/07/1992 - 07/06/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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