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Shannon L Losey

Invesco Advisers, Inc.

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About Shannon L Losey

Shannon Losey is an investment advisor representative with Invesco Advisers, Inc., based in Palm Beach Gardens, Florida. Shannon has been in the securities industry since 2006 and has experience with Wells Fargo Clearing Services, LLC and Morgan Stanley. Shannon is a registered representative and investment advisor representative in the state of Florida. She is also a registered investment advisor representative in Texas. Shannon holds Series 7, 9, 10, 31 and 66 licenses.

Firm Information

Shannon Losey 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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Shannon Losey’s Registration & Firm History

FL

02/16/2023 - Present

Invesco Advisers, Inc. (Palm Beach Gardens FL)

FL

10/02/2018 - 02/08/2023

WELLS FARGO CLEARING SERVICES, LLC (VERO BEACH FL)

FL

11/29/2010 - 10/30/2018

MORGAN STANLEY (BOCA RATON FL)

NY

09/26/2006 - 11/19/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)

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Licenses & Designations

BOTH

Issued 10/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/29/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/30/2019

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon L Losey.
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