Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryann? Claim Your ProfileMaryann Wolfenden is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Maryann is based in Torrance, California. Maryann has been in the securities industry for 22 years. Prior to joining U.S. Bancorp Investments, Inc., Maryann worked at UNIONBANC INVESTMENT SERVICES, LLC. Maryann has a Series 6, 7, 24, 26, 63 and 66 license. Maryann specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals.
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
CA
06/02/2023 - Present
U.s. Bancorp Investments, Inc. (Torrance CA)
CA
05/24/2011 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)
CA
11/23/2004 - 06/18/2010
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
SC
07/05/2001 - 11/13/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
05/29/1997 - 07/09/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 03/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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