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Enrique Andres Juarez

U.s. Bancorp Investments, Inc.

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About Enrique Andres Juarez

Enrique Juarez is an investment advisor representative with U.S. Bancorp Investments, Inc., based in El Cajon, California. Enrique has been in the securities industry since October 20, 2015, and has experience providing financial planning and portfolio management services. Enrique holds Series 6, 7, 63, and 65 licenses and the SIE exam. Enrique also has experience working with clients in the insurance, pension, and profit-sharing plans, and other industries. Enrique is registered with U.S. Bancorp Investments, Inc. in California.

Firm Information

Enrique Juarez is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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other

12b-1,networking&shareholder serv,product partner arrangements

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Enrique Juarez’s Registration & Firm History

CA

05/09/2024 - Present

U.s. Bancorp Investments, Inc. (Santee CA)

CA

03/28/2024 - 05/09/2024

AMERIPRISE FINANCIAL SERVICES, LLC (San Diego CA)

CA

10/21/2015 - 04/02/2024

U.S. BANCORP INVESTMENTS, INC. (EL CAJON CA)

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Licenses & Designations

IA

Issued 03/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Enrique Andres Juarez.
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