linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Parviz Tahsini

U.s. Bancorp Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Parviz? Claim Your Profile

About Parviz Tahsini

Parviz Tahsini is an investment advisor representative with U.S. Bancorp Advisors, LLC. Parviz has been in the industry since 1999 and is registered with the Securities and Exchange Commission (SEC) and has a FINRA Series 7, Series 24, and Series 63 licenses. Parviz has experience working at a variety of firms, including Quest Capital Strategies, Inc. and WAMU Investments, Inc. Parviz specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and corporations.

Firm Information

Parviz Tahsini 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Parviz Tahsini’s Registration & Firm History

CA

03/27/2015 - Present

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

CA

02/03/2011 - 03/13/2015

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

08/31/2000 - 05/06/2009

WAMU INVESTMENTS, INC. (IRVINE CA)

NE

03/09/1999 - 09/11/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

CA

02/12/1998 - 02/16/1999

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

10/23/1997 - 01/30/1998

WALDRON & CO., INC. (IRVINE CA)

Not sure if Parviz Tahsini is right for you?

Licenses & Designations

BC

Issued 10/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Parviz Tahsini.
Not sure if Parviz Tahsini is right for you?