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Alexandros P Terzis

U.s. Bancorp Advisors, LLC

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About Alexandros P Terzis

Alexandros Terzis is a financial advisor who has been working in the industry since 2007. Alexandros is currently registered with U.S. Bancorp Advisors, LLC and has been with the firm since February 2020. Alexandros is licensed to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Indiana, Minnesota, Montana, Nevada, Oregon, Texas, Virginia, Washington, and Wyoming. Alexandros is a Certified Financial Planner™ professional. Alexandros has previously been registered with USAA Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Vanguard Marketing Corporation and Edward Jones.

Firm Information

Alexandros Terzis is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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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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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Alexandros Terzis’s Registration & Firm History

AZ

02/02/2021 - Present

U.s. Bancorp Advisors, LLC (TEMPE AZ)

AZ

04/02/2015 - 02/26/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

09/28/2011 - 03/30/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

02/08/2007 - 09/21/2011

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

11/07/2006 - 01/17/2007

EDWARD JONES (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 04/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/05/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandros P Terzis.
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