Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Cocio Gastelum is a financial advisor with U.S. Bancorp Investments, Inc. Denise joined the financial services industry on October 15, 2020, and is registered in Washington. Denise has passed the Series 63, Series 6TO, and SIE exams. Denise's office is located in Seattle, Washington at 1023 NE 63rd St.
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
10/16/2020 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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