Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Leigh Coady-rogers has been in the financial services industry since June 19, 2002. Shannon Leigh Coady-rogers is currently registered with Invesco Advisers, Inc. in Texas. Shannon Leigh Coady-rogers has previously been registered with Calamos Financial Services LLC, Morgan Stanley & Co., Incorporated, and Scudder Distributors, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
02/23/2024 - Present
Invesco Advisers, Inc. (Downers Grove IL)
IL
10/25/2021 - 02/16/2024
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NY
07/08/2004 - 10/10/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IL
11/05/1999 - 05/25/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 05/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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