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Tiffany Ann Chan

Invesco Advisers, Inc.

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About Tiffany Ann Chan

Tiffany Ann Chan is a financial professional registered with Invesco Advisers, Inc., in Houston, Texas. Tiffany is a Chartered Financial Analyst and has been working in the financial services industry since 2000. Tiffany has a broad range of experience and holds a variety of licenses including Series 6, 7, 24, and 63. Tiffany provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Tiffany is a co-chair for the Annual Forecast Dinner for the CFA Society Houston.

Firm Information

Tiffany Chan is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Tiffany Chan’s Registration & Firm History

TX

03/03/2017 - Present

Invesco Advisers, Inc. (HOUSTON TX)

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Licenses & Designations

BC

Issued 05/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tiffany Ann Chan.
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