Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Leilani Guinto is a financial professional with U.S. Bancorp Investments, Inc. in Beavercreek, OH. Desiree has been in the industry since May 2021. She is licensed in Ohio and holds the Series 63, SIE and Series 6TO securities licenses. U.S. Bancorp Investments, Inc. offers financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals and has $1 billion to $10 billion in assets under management.
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
OH
05/07/2021 - Present
U.s. Bancorp Investments, Inc. (Beavercreek OH)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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