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Daniel Hayim Pesso

U.s. Bancorp Investments, Inc.

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About Daniel Hayim Pesso

Daniel Pesso is an investment professional based in Los Angeles, California. Daniel has been in the financial services industry since July 2012, holding both a Series 6 and Series 63 license. Daniel currently holds a Series 63 and Series 6 license. Daniel has been registered with U.S. Bancorp Investments, Inc. since October 2016 and was previously registered with Essex National Securities, Inc. from January 2006 to April 2010. Daniel Pesso specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and state or municipal government entities. Daniel offers a variety of financial services through U.S. Bancorp Investments, Inc., including financial planning, portfolio management for individuals and businesses and publication of periodicals.

Firm Information

Daniel Pesso 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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Daniel Pesso’s Registration & Firm History

CA

10/10/2016 - Present

U.s. Bancorp Investments, Inc. (Los Angeles CA)

CA

01/27/2006 - 04/08/2010

ESSEX NATIONAL SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 04/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Hayim Pesso.
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