Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Marcheli is a financial professional with over 25 years of experience in the financial services industry. Sergio is currently registered with Invesco Distributors, Inc. and has been with the firm since June 1, 2010. Prior to joining Invesco Distributors, Inc., Sergio was employed with VAN KAMPEN FUNDS INC. in Houston, TX. Sergio holds a variety of licenses and registrations, including Series 7, Series 6, Series 63, Series 65 and SIE.
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
06/01/2010 - Present
Invesco Distributors, Inc. (HOUSTON TX)
TX
07/30/1996 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 04/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law 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 04/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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