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Guillermo Ramirez

U.s. Bancorp Investments, Inc.

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About Guillermo Ramirez

Guillermo Ramirez is a financial advisor with U.S. Bancorp Investments, Inc. Guillermo has been in the financial services industry since December 22, 2019, and holds the Series 63, Series 6TO, and SIE licenses. Guillermo is registered to provide securities and investment advisory services in California. U.S. Bancorp Investments, Inc. is a large investment advisory firm with over 15 billion dollars in assets under management and focuses on providing services to high-net-worth individuals, corporations, pension plans, and charitable organizations.

Firm Information

Guillermo Ramirez 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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Guillermo Ramirez’s Registration & Firm History

CA

12/23/2019 - Present

U.s. Bancorp Investments, Inc. (San Diego CA)

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Licenses & Designations

BC

Issued 01/27/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Guillermo Ramirez.
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