Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Cruz is a financial advisor with U.S. Bancorp Investments, Inc., with a branch located in Boise, ID. Maria is a Series 6 and Series 63 licensed professional and has been in the financial industry since July 2005. Maria is registered with the state of California and has previously worked with UnionBanc Investment Services, LLC and Banc of America Investment Services, Inc. U.S. Bancorp Investments, Inc. provides financial planning, portfolio management services for individuals and businesses, and publication of periodicals to clients. The firm's assets under management are between $1 billion and $10 billion, with a client base ranging from individuals to corporations, charitable organizations and pension plans.
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
ID
05/26/2023 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
CA
10/05/2011 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (BAKERSFIELD CA)
CA
10/28/2002 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BAKERSFIELD CA)
BC
Issued 10/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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