Unclaimed
April Leilani Sinicrope is a financial advisor with over 16 years of experience in the industry. April is currently registered with U.S. Bancorp Advisors, LLC and PFM Fund Distributors, Inc. Previously, April has worked for firms like Citigroup Global Markets Inc., LPL Financial LLC and UVEST Financial Services Group, Inc. April holds Series 7, Series 24, and SIE licenses and has experience in providing portfolio management for individuals and businesses, as well as selecting other advisors.
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.
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.
1
2
CA
07/12/2023 - Present
U.s. Bancorp Advisors, LLC (GLENDALE CA)
NY
09/05/2014 - 02/28/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
05/04/2007 - 09/09/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
NC
07/15/2009 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 09/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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