Unclaimed
Emmanuel Escobar is a registered representative with U.S. Bancorp Investments, Inc. located in Charlotte, NC. Emmanuel has been in the industry since 2024, specializing in providing financial advice to individuals and businesses. Emmanuel has a proven track record of success in the industry, holding Series 7TO, Series 52TO, and Series 63 licenses. Emmanuel is dedicated to providing clients with personalized financial advice that helps them achieve their 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
NC
01/05/2024 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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