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Luis Noe Bejarano

U.s. Bancorp Advisors, LLC

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About Luis Noe Bejarano

Luis Noe Bejarano is a financial advisor with U.S. Bancorp Advisors, LLC. Luis Noe has been in the industry since 2022 and is licensed to provide investment advice in 51 states and the District of Columbia. Luis Noe is registered with FINRA and is also an Investment Advisor Representative. Luis Noe specializes in providing investment advice to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Luis Noe also provides portfolio management services and assists clients with selecting other financial advisors.

Firm Information

Luis Bejarano 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.

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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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Luis Bejarano’s Registration & Firm History

AZ

09/18/2023 - Present

U.s. Bancorp Advisors, LLC (TEMPE AZ)

AZ

11/02/2022 - 09/18/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Scottsdale AZ)

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Licenses & Designations

BOTH

Issued 11/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis Noe Bejarano.
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