Unclaimed
Israel Kristofferson Perez vazquez is an Investment Advisor Representative with U.S. Bancorp Investments, Inc., registered with the state of Oregon and Texas. Israel has been in the financial services industry since 2018 and is licensed to provide financial planning services.
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
OR
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Gresham OR)
BOTH
Issued 11/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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