Unclaimed
Hugo Manriquez is a financial advisor with U.S. Bancorp Investments, Inc. in Erie, Colorado. Hugo has been in the industry since 2013 and holds the Series 6, Series 7TO, and Series 63 licenses. Prior to joining U.S. Bancorp Investments, Inc., Hugo worked at BBVA Securities Inc. and J.P. Morgan Securities LLC. He specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Hugo is registered with the states of Colorado, Illinois, and Wyoming.
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
CO
11/09/2021 - Present
U.s. Bancorp Investments, Inc. (Erie CO)
CO
04/03/2019 - 06/02/2021
BBVA SECURITIES INC. (BOULDER CO)
CO
04/24/2013 - 01/03/2019
J.P. MORGAN SECURITIES LLC (BOULDER CO)
BC
Issued 07/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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