linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lesta Lee Sanchez

U.s. Bancorp Investments, Inc.

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

About Lesta Lee Sanchez

Lesta Sanchez is a financial advisor registered with U.S. Bancorp Investments, Inc.. Lesta is a registered investment advisor representative in Colorado. The advisor has been in the securities industry since November 11, 2009. Lesta has passed Series 6, 7, 63 and 66 exams as well as the Securities Industry Essentials (SIE) exam. Lesta's specializations include asset allocation, cash management, mutual funds, retirement planning and variable annuities. Lesta is also a managing member and owner of BDM Investments, LLC., a real estate rental business in Gering, NE.

Firm Information

Lesta Sanchez 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

check

other

12b-1,networking&shareholder serv,product partner arrangements

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.

Lesta Sanchez’s Registration & Firm History

CO

01/19/2011 - Present

U.s. Bancorp Investments, Inc. (Denver CO)

Not sure if Lesta Lee Sanchez is right for you?

Licenses & Designations

BOTH

Issued 01/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/10/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lesta Lee Sanchez.
Not sure if Lesta Lee Sanchez is right for you?