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Marco Antonio Iglesias

U.s. Bancorp Investments, Inc.

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About Marco Antonio Iglesias

Marco Antonio Iglesias is a financial advisor with U.S. Bancorp Investments, Inc. located in Lisle, Illinois. Marco is licensed in Illinois. Marco has been in the financial industry since August 26, 2020. Marco has been with U.S. Bancorp Investments, Inc. since May 24, 2024. Previously, Marco was employed by J.P. Morgan Securities LLC. Marco has a Series 6, 63, SIE, and 6TO licenses.

Firm Information

Marco Iglesias 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.

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financial planning services

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

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

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Marco Iglesias’s Registration & Firm History

IL

05/24/2024 - Present

U.s. Bancorp Investments, Inc. (Lisle IL)

IL

04/08/2016 - 01/03/2020

J.P. MORGAN SECURITIES LLC (MT. PROSPECT IL)

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Licenses & Designations

BC

Issued 06/05/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2024

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

BC

Issued 04/11/2024

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marco Antonio Iglesias.
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