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Eduardo Hernandez cohen

U.s. Bancorp Advisors, LLC

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About Eduardo Hernandez cohen

Eduardo Hernandez cohen is a registered representative with U.S. Bancorp Advisors, LLC, a firm that has been active in the financial industry since 1995. Eduardo Hernandez cohen is a licensed investment advisor representative holding Series 63, SIE, Series 7, and Series 99 licenses. Eduardo Hernandez cohen has more than 5 years of experience in the financial industry, primarily working in the GLENDALE, CA area. Eduardo Hernandez cohen previously worked at UNIONBANC INVESTMENT SERVICES, LLC and PLANMEMBER SECURITIES CORPORATION. Eduardo Hernandez cohen specializes in providing financial services to high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Eduardo Hernandez cohen is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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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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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Eduardo Hernandez cohen’s Registration & Firm History

CA

08/18/2021 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

CA

07/19/2018 - 11/29/2019

UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)

CA

07/29/2014 - 06/22/2018

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

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Licenses & Designations

BC

Issued 03/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/29/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eduardo Hernandez cohen.
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