Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morris is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Invesco Distributors, Inc. in Houston, Texas. Robert holds the Series 6, 26, 63 and 99TO licenses, and has been active in the financial services industry since 1992. Robert was previously employed by FUND MANAGEMENT COMPANY in Houston, Texas.
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.
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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2
TX
02/27/2002 - Present
Invesco Distributors, Inc. (HOUSTON TX)
TX
06/25/1992 - 02/27/2002
FUND MANAGEMENT COMPANY (HOUSTON TX)
BC
Issued 10/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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