Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Basil? Claim Your ProfileBasil Anastasopoulos is a financial advisor with U.S. Bancorp Investments, Inc. in Sioux Falls, South Dakota. Basil has been working in the financial services industry since 1999. He has a wide range of experience in the industry, having previously worked at UBS Financial Services Inc., Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Basil holds licenses in various states and has passed numerous industry exams, including the Series 65, Series 63, Series 10, Series 24, Series 7, and the SIE exam.
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
SD
10/19/2021 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
NY
05/25/2012 - 08/02/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MO
05/11/2009 - 11/10/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
NY
07/02/1998 - 04/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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