Unclaimed
Thomas Statton is an investment advisor representative at Invesco Advisers, Inc. with over 17 years of experience in the financial services industry. Thomas specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and is also a Certified Financial Planner.
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
GA
10/15/2019 - Present
Invesco Advisers, Inc. (ATLANTA GA)
GA
10/31/2018 - 10/09/2019
LPL FINANCIAL LLC (GAINESVILLE GA)
CO
07/14/2011 - 09/11/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NC
11/20/2008 - 07/14/2011
LPL FINANCIAL LLC (ASHEVILLE NC)
NC
07/13/2007 - 10/09/2008
AXA ADVISORS, LLC (FOREST CITY NC)
GA
07/21/2004 - 05/15/2007
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
GA
05/07/2002 - 07/14/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
BOTH
Issued 12/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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