Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruce Simmons is an investment advisor representative with Invesco Advisers, Inc. William has been in the securities industry since 1993. William holds licenses in Series 6, 7, 24, 63, 66, 79TO, 99TO and SIE. William is licensed in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. William has experience working with insurance companies, investment companies, charitable organizations, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
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2
TX
01/04/2010 - Present
Invesco Advisers, Inc. (Austin TX)
TX
07/01/1993 - 12/07/2007
FUND MANAGEMENT COMPANY (HOUSTON TX)
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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