Unclaimed
Delia Rene Tompkins is a financial advisor working with U.S. Bancorp Investments, Inc. Delia is registered with the state of Washington and has been in the industry since September 2022. Delia has experience in a variety of financial products and services, including variable contracts, investment companies, and securities. Delia is also specialized in working with individuals and families. Delia is dedicated to helping clients reach their financial goals.
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
WA
09/16/2022 - Present
U.s. Bancorp Investments, Inc. (Richland WA)
BC
Issued 03/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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