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Sandra Christine Thomann

Invesco Advisers, Inc.

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About Sandra Christine Thomann

Sandra Thomann is an investment advisor representative at Invesco Advisers, Inc., with more than 10 years of experience in the financial industry. Sandra has been registered with the state of Texas since November 2016. Sandra has a strong track record of success in providing investment advice and portfolio management services to a variety of clients. Sandra is a Chartered Financial Analyst. Sandra is also registered in 53 states and territories, including a Series 6, Series 7 and SIE. Sandra is a licensed investment advisor in the state of Texas. Sandra is passionate about helping clients achieve their financial goals.

Firm Information

Sandra Thomann is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sandra Thomann’s Registration & Firm History

GA

11/23/2016 - Present

Invesco Advisers, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 05/05/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/14/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Christine Thomann.
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