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Herminia Ramirez Ramirez

U.s. Bancorp Investments, Inc.

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About Herminia Ramirez Ramirez

Herminia Ramirez is a financial professional with over 25 years of experience in the financial services industry. Herminia is currently registered with U.S. Bancorp Investments, Inc. and holds the Series 6 and SIE licenses. Herminia has specialized in providing financial planning, portfolio management, and investment guidance to individuals and businesses. Herminia's previous roles include positions with Essex National Securities, Inc., Gateway Investment Services, Inc., FN Investment Center, and Invest Financial Corporation.

Firm Information

Herminia 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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Herminia Ramirez’s Registration & Firm History

CA

03/15/2010 - Present

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

CA

09/15/2003 - 03/30/2010

ESSEX NATIONAL SECURITIES, INC. (GLENDALE CA)

IL

04/28/1998 - 09/15/2003

GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)

CA

01/31/1997 - 04/02/1998

FN INVESTMENT CENTER (SACRAMENTO CA)

WI

09/18/1996 - 01/31/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 09/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Herminia Ramirez Ramirez.
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