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Set McDowell

Invesco Distributors, Inc.

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About Set McDowell

Set McDowell is a financial professional with over one year of experience in the industry. Set has a Series 63, Series 7TO and SIE license and is registered with Invesco Distributors, Inc. Set is currently licensed in 53 states. Set was previously registered with Vanguard Marketing Corporation.

Firm Information

Set McDowell is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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.

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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Set McDowell’s Registration & Firm History

GA

04/01/2022 - Present

Invesco Distributors, Inc. (ATLANTA GA)

NC

05/26/2021 - 03/31/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Set McDowell.
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