Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Donovan is an investment advisor representative with Invesco Advisers, Inc., licensed in Texas and registered in 53 other states. Stephen has over 20 years of experience in the financial services industry. Stephen has previously been employed by OppenheimerFunds Distributor, Inc., Neuberger Berman BD LLC, Old Mutual Investment Partners, Evergreen Investment Services, Inc., Citigroup Global Markets Inc., and Janus Distributors LLC. Stephen specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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
CO
07/30/2019 - Present
Invesco Advisers, Inc. (DENVER CO)
CO
10/05/2017 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NY
07/14/2011 - 09/28/2017
NEUBERGER BERMAN BD LLC (NEW YORK NY)
CO
04/01/2010 - 07/11/2011
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
MA
09/12/2007 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/12/2006 - 09/05/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
03/29/2004 - 03/29/2006
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
04/01/1996 - 08/25/2003
JANUS DISTRIBUTORS LLC (DENVER CO)
IA
Issued 09/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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