Unclaimed
Tanya Ghaleb-harter is a financial advisor registered with Invesco Advisers, Inc. in New York. Tanya has been in the financial industry since 2012 and holds the Series 66, SIE and Series 7 licenses. Tanya works with a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. The firm primarily manages assets for investment companies, pooled investment vehicles, pension and profit-sharing plans, and corporations or other businesses.
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
NY
07/26/2018 - Present
Invesco Advisers, Inc. (New York NY)
NY
01/02/2012 - 07/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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