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Crissie Mcmennamy Wisdom

INVESCO DISTRIBUTORS
HOUSTON, TX
·CRD# 2793857·30 years experience

Professional Summary

Crissie Mcmennamy Wisdom, who also goes by Crissie Ree Mcmennamy, Crissie Mcmennamywisdom, Crissie Wisdom, is a registered financial advisor currently at INVESCO DISTRIBUTORS, INC. located in Houston, Texas and INVESCO CAPITAL MARKETS, INC. located in Houston, Texas. Crissie is registered as a RR (Registered Representative) and started their career in finance in 2007. Crissie has worked at 3 firms and has passed the Series 99TO, SIE, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Crissie Ree Mcmennamy, Crissie Mcmennamywisdom, Crissie Wisdom

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
11 Greenway Plaza Suite 100, Houston, TX 77046
November 6, 1996 - Present
INVESCO CAPITAL MARKETS, INC.·CRD# 6939
BD
11 Greenway Plaza Suite 1000, Houston, TX 77046
April 16, 2013 - Present
FUND MANAGEMENT COMPANY·CRD# 25585
BD
Houston, TX
September 11, 2007 - December 7, 2007

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Current Firm

IC
INVESCO CAPITAL MARKETS, INC.

INVESCO CAPITAL MARKETS, INC. | ZEDD SECURITIES | VAN KAMPEN/AMERICAN CAPITAL DISTRIBUTORS, INC. | VAN KAMPEN MERRITT INC. | VAN KAMPEN FUNDS INC. | VAN KAMPEN FILKIN & MERRITT INC. | VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC.

CRD#: 6939 / SEC#: 8-19412
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

11 Greenway Plaza Suite 1000, Houston, TX 77046

Mailing Address

11 Greenway Plaza Suite 1000, Houston, TX 77046

Phone Number

(713) 214-1919

Established

Delaware since 11/01/1974

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
INVESCO ADVISERS, INC.OWNER—
GEYER, WILLIAM SENGDIRECTOR AND CO-PRESIDENT2250035
GREGSON, MARK WILLIAMCHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER/FINOP2630230
HANCOCK, TRISHA BELLCHIEF COMPLIANCE OFFICER4373744
HARTIGAN, BRIAN CHRISTOPHERDIRECTOR AND CO-PRESIDENT4227272
SAUERBORN, THOMAS JPRINCIPAL OPERATIONS OFFICER1554859
WISDOM, CRISSIE MCMENNAMYANTI-MONEY LAUNDERING COMPLIANCE OFFICER2793857

Disclosures

Regulatory Event

6

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1996About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jun 1998About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Crissie Mcmennamy Wisdom's CRS (Customer Relationship Summary).

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