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Alexander Lopez

U.s. Bancorp Investments, Inc.

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About Alexander Lopez

Alexander Lopez is a financial advisor with U.S. Bancorp Investments, Inc., specializing in retirement planning, mutual funds, variable annuities, life insurance, and fixed annuities. Alexander Lopez holds Series 63, Series 6TO, and SIE licenses, and has been in the industry since 2020. Alexander Lopez's prior experience was with UNIONBANC INVESTMENT SERVICES, LLC in Gardena, California. U.S. Bancorp Investments, Inc. is a large, established firm with a strong reputation for providing comprehensive financial services. They are based in Saint Paul, Minnesota and manage over $15.8 billion in assets.

Firm Information

Alexander Lopez 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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other

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

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Alexander Lopez’s Registration & Firm History

ID

05/26/2023 - Present

U.s. Bancorp Investments, Inc. (Boise ID)

CA

01/29/2020 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (GARDENA CA)

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Licenses & Designations

BC

Issued 06/05/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Lopez.
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