Unclaimed
Fabrice Centeno is a financial advisor registered with U.S. Bancorp Investments, Inc. and holds a Series 7, Series 63, and Series 79TO license. Fabrice has been in the industry since December 5, 2017, and is currently licensed in California. Fabrice specializes in investment advisory services, financial planning, and portfolio management for individuals and businesses. Previously, Fabrice was a registered representative for MUFG Securities Americas Inc. and JCRA Financial LLC.
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
01/18/2023 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NY
10/29/2020 - 12/05/2022
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
CA
09/23/2014 - 09/27/2017
JCRA FINANCIAL LLC (San Francisco CA)
BC
Issued 03/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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