Unclaimed
Mirian Trejo is a financial advisor with U.S. Bancorp Investments, Inc. based in Golden, CO. Mirian has been in the financial services industry for over 7 years. Mirian is registered to provide investment advice in Arizona, Colorado, Florida, Kansas, Nebraska, New Mexico, Oklahoma, Texas, Utah and Wyoming. Mirian is also licensed to sell securities in Colorado.
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
CO
11/14/2024 - Present
U.s. Bancorp Investments, Inc. (Golden CO)
BOTH
Issued 12/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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