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Maria Rose Ratto

U.s. Bancorp Advisors, LLC

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About Maria Rose Ratto

Maria Ratto is a financial advisor with U.S. Bancorp Advisors, LLC based in Oakland, CA. Maria is a registered representative and investment advisor representative. Maria is also registered in Washington and Pennsylvania. Maria has been in the financial services industry since 2013. Maria has passed the Series 7, Series 66 and SIE exams. Maria has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Maria's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Maria Ratto 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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Maria Ratto’s Registration & Firm History

CA

01/24/2025 - Present

U.s. Bancorp Advisors, LLC (Oakland CA)

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Licenses & Designations

BOTH

Issued 05/07/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Rose Ratto.
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