Unclaimed
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.
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
GA
04/01/2022 - Present
Invesco Distributors, Inc. (ATLANTA GA)
NC
05/26/2021 - 03/31/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
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
Active
Inactive
F
FINRA
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