Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Maney is a financial advisor at Invesco Advisers, Inc. Robert has over 25 years of experience in the financial services industry. Robert is registered with the state of Texas as an Investment Advisor Representative. Robert is also registered in 53 other states and the District of Columbia as a Broker-Dealer. Robert's previous experience includes positions at ADP Broker-Dealer, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Wells Fargo Brokerage Services, L.L.C., Pioneer Funds Distributor, Inc., and Titan/Value Equities Group, 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.
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2
CA
01/01/2010 - Present
Invesco Advisers, Inc. (Seal Beach CA)
CA
03/03/2006 - 12/22/2008
ADP BROKER-DEALER, INC. (LA PALMA CA)
CA
02/17/2005 - 02/22/2006
METLIFE SECURITIES INC. (IRVINE CA)
CA
02/17/2005 - 02/22/2006
METROPOLITAN LIFE INSURANCE COMPANY (IRVINE CA)
MN
03/11/2003 - 02/17/2005
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MA
09/18/2001 - 05/31/2002
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NJ
10/15/1998 - 07/06/2001
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
06/30/1995 - 07/15/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
12/21/1994 - 06/21/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 01/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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