linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Irene Pe-briones

U.s. Bancorp Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Irene? Claim Your Profile

About Irene Pe-briones

Irene Pe-briones is an investment advisor representative associated with U.S. Bancorp Advisors, LLC. Irene's profile shows that she has been in the industry since 1991. Irene holds Series 4, 6, 7, 24, 52TO, 63, and 99TO licenses. Irene is registered with the state of California. U.S. Bancorp Advisors, LLC provides advisory services to a variety of client types including individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Irene Pe-briones 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Irene Pe-briones’s Registration & Firm History

CA

08/04/2003 - Present

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

Not sure if Irene Pe-briones is right for you?

Licenses & Designations

BC

Issued 12/17/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/1997

Series 4 - Registered Options Principal Examination

BC

Issued 05/30/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1992

Series 7 - General Securities Representative Examination

BC

Issued 11/04/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Irene Pe-briones.
Not sure if Irene Pe-briones is right for you?