Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Craig Starnes is a financial advisor with over 25 years of experience in the industry. Todd is currently registered with Invesco Advisers, Inc. and provides advisory services for a wide range of clients, including individuals, businesses, investment companies and pooled investment vehicles. Todd has a broad range of experience and licenses, including Series 6, 7, 63, 65, 79TO and SIE. Prior to joining Invesco Advisers, Inc., Todd was employed by Evergreen Investment Services, Inc. and Fidelity Brokerage Services, Inc.
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
OH
11/23/2010 - Present
Invesco Advisers, Inc. (Dublin OH)
NC
09/15/1998 - 01/08/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
RI
02/04/1993 - 07/16/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 03/25/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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