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Antonio Rafael Rosado

U.s. Bancorp Investments, Inc.

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About Antonio Rafael Rosado

Antonio Rosado is a financial advisor with U.S. Bancorp Investments, Inc. Antonio has been in the financial industry since 1991. Antonio is registered with FINRA as well as the states of Arizona, California, Colorado, Idaho, Kansas and Texas. Antonio has worked with firms such as Ameriprise Financial Services, Inc., UnionBanc Investment Services, LLC and Essex National Securities, Inc.

Firm Information

Antonio Rosado 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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Antonio Rosado’s Registration & Firm History

CA

06/11/2024 - Present

U.s. Bancorp Investments, Inc. (Claremont CA)

CA

06/30/2017 - 02/06/2019

AMERIPRISE FINANCIAL SERVICES, INC. (San Dimas CA)

CA

06/10/1998 - 07/10/2017

UNIONBANC INVESTMENT SERVICES, LLC (CITY OF INDUSTRY CA)

CA

07/24/1997 - 06/01/1998

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

08/03/1995 - 07/23/1997

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

CA

01/14/1994 - 08/03/1995

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NY

09/15/1992 - 12/14/1993

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MD

10/11/1991 - 09/25/1992

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 10/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antonio Rafael Rosado.
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