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Fareed Mohhammad Dayala

U.s. Bancorp Advisors, LLC

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About Fareed Mohhammad Dayala

Fareed Mohhammad Dayala is a financial advisor working for U.S. Bancorp Advisors, LLC. Fareed has been in the financial services industry since July 20, 1997. Fareed is registered with FINRA and is licensed in 51 states to provide financial advice. Fareed has held previous positions with WM Financial Services, Inc. and FN Investment Center. The advisor has a broad range of experience and services clients including corporations, individuals, charitable organizations, and pension plans.

Firm Information

Fareed Dayala 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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Fareed Dayala’s Registration & Firm History

CA

10/05/2007 - Present

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

CA

10/20/1999 - 10/01/2007

WM FINANCIAL SERVICES, INC. (FULLERTON CA)

CA

01/06/1998 - 06/19/1998

FN INVESTMENT CENTER (SACRAMENTO CA)

WI

02/28/1997 - 01/01/1998

FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)

NJ

03/06/1996 - 02/19/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 06/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/12/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/15/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fareed Mohhammad Dayala.
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