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Toni Elise Tamborello

Invesco Distributors, Inc.

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About Toni Elise Tamborello

Toni Elise Tamborello is a financial professional with over 30 years of experience in the financial services industry. Toni is currently registered with Invesco Distributors, Inc. and has previously been registered with several other firms including Ohio National Equities, Inc., Evergreen Investment Services, Inc. and Dean Witter Reynolds Inc. Toni is a licensed securities professional with Series 6, 7, 31, and 63 licenses, as well as the SIE exam. She is also a licensed investment advisor. Toni has a broad base of experience that can help meet the needs of various client types.

Firm Information

Toni Tamborello is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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.

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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Toni Tamborello’s Registration & Firm History

TX

05/25/2021 - Present

Invesco Distributors, Inc. (HOUSTON TX)

TX

04/21/2016 - 05/31/2019

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

OH

08/06/2014 - 04/07/2016

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

TX

03/12/2007 - 05/30/2014

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

NC

09/28/2005 - 02/02/2007

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

TX

04/25/2000 - 09/28/2005

A I M DISTRIBUTORS, INC. (HOUSTON TX)

NY

02/19/1999 - 03/07/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

TX

01/12/1995 - 01/25/1999

VAN KAMPEN FUNDS INC. (HOUSTON TX)

NA

04/06/1989 - 01/12/1995

AMERICAN CAPITAL MARKETING, INC.

GA

04/06/1989 - 12/31/1989

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 06/09/1995

Series 7 - General Securities Representative Examination

BC

Issued 10/27/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Toni Elise Tamborello. Review regulatory record here.
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