Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Byers is a registered investment advisor representative at Invesco Advisers, Inc. Stephen has been in the financial industry for over 16 years and has held previous roles at Deutsche Bank Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen is a Series 63, 65, 7, 86, 87 and SIE licensed representative. Stephen's specializations include fixed income, equities, options, and mutual funds.
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.
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2
NY
09/07/2018 - Present
Invesco Advisers, Inc. (New York NY)
NY
08/29/2013 - 08/29/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/19/2011 - 07/29/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/25/2010 - 10/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/01/2007 - 03/11/2009
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
05/04/2001 - 09/16/2003
UBS SECURITIES LLC (NEW YORK NY)
IA
Issued 07/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/19/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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