Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alma? Claim Your ProfileAlma Agastra is a financial professional with U.S. Bancorp Investments, Inc. Alma is based in Ellisville, MO. Alma has been working in the financial industry since 2015. Alma specializes in investments in stocks, bonds, mutual funds, variable annuities, and insurance. Alma holds Series 6, SIE, and 6TO securities licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
04/01/2023 - Present
U.s. Bancorp Investments, Inc. (Ellisville MO)
MO
08/26/2015 - 11/01/2017
U.S. BANCORP INVESTMENTS, INC. (CRESTWOOD MO)
BC
Issued 06/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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