Unclaimed
Apple Freeman is a financial advisor at U.S. Bancorp Investments, Inc. Apple is registered with the state of Oregon and has over 2 years of experience in the industry. Apple has a Series 63, Series 6TO, and SIE licenses. Apple specializes in portfolio management for individuals and businesses, as well as financial planning. Apple is dedicated to providing clients with personalized financial advice and services.
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
OR
03/08/2021 - Present
U.s. Bancorp Investments, Inc. (Portland OR)
BC
Issued 07/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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