linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam R Perez

U.s. Bancorp Investments, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam R Perez

Adam Perez is a financial advisor with U.S. Bancorp Investments, Inc. Adam has been in the financial services industry since 2004, and is registered with FINRA as a Registered Representative and in California as an Investment Advisor Representative. Adam has passed the Series 63, Series 65, Series 7, and SIE exams. Adam provides financial planning, portfolio management services, and other financial advice to individuals, families, and businesses. Adam is also a junior varsity football coach.

Firm Information

Adam Perez is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

check

other

12b-1,networking&shareholder serv,product partner arrangements

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Perez’s Registration & Firm History

CA

02/23/2010 - Present

U.s. Bancorp Investments, Inc. (San Jose CA)

CA

05/02/2009 - 02/17/2010

CHASE INVESTMENT SERVICES CORP. (SANTA CLARA CA)

CA

06/08/2005 - 05/02/2009

WAMU INVESTMENTS, INC. (SAN JOSE CA)

NE

05/28/2004 - 05/31/2005

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

Not sure if Adam R Perez is right for you?

Licenses & Designations

IA

Issued 08/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam R Perez.
Not sure if Adam R Perez is right for you?