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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilu? Claim Your ProfileMarilu Hernandez is an investment advisor representative with U.S. Bancorp Advisors, LLC. Marilu has been in the financial services industry since March 25, 2007. Marilu holds the Series 66, 7 and 24 licenses and the SIE exam. Marilu previously worked at U.S. BANCORP INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UNIONBANC INVESTMENT SERVICES, LLC, WELLS FARGO ADVISORS, LLC, BANCWEST INVESTMENT SERVICES, INC., CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., JOHN HANCOCK DISTRIBUTORS LLC and WAMU INVESTMENTS, INC. U.S. Bancorp Advisors, LLC is a Registered Investment Advisor that offers services to individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and charitable organizations. The firm manages assets for individuals, corporations, and pooled investment vehicles.
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.
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.
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CA
08/16/2024 - Present
U.s. Bancorp Advisors, LLC (Victorville CA)
CA
11/13/2018 - 08/12/2024
U.S. BANCORP INVESTMENTS, INC. (Victorville CA)
CA
12/04/2015 - 11/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (APPLE VALLEY CA)
CA
11/19/2012 - 11/30/2015
UNIONBANC INVESTMENT SERVICES, LLC (HESPERIA CA)
CA
03/05/2012 - 08/29/2012
WELLS FARGO ADVISORS, LLC (FONTANA CA)
CA
01/27/2011 - 10/24/2011
BANCWEST INVESTMENT SERVICES, INC. (RANCHO CUCAMONGA CA)
CA
05/02/2009 - 01/24/2011
CHASE INVESTMENT SERVICES CORP. (HESPERIA CA)
CA
01/30/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (SANTA ANA CA)
MA
10/03/2008 - 01/20/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
06/14/2006 - 08/06/2008
WAMU INVESTMENTS, INC. (ANAHEIM CA)
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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