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Patricia Marie Schlee

U.s. Bancorp Advisors, LLC

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About Patricia Marie Schlee

Patricia Schlee is an investment advisor representative associated with U.S. Bancorp Advisors, LLC. Patricia has been in the securities industry since April 1993 and has a combined total of 17 state registrations. Patricia is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered as an investment advisor representative in California, North Carolina, Oregon, and Washington. Patricia has specialized in securities, mutual funds, and variable contracts.

Firm Information

Patricia Schlee 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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Patricia Schlee’s Registration & Firm History

CA

07/27/2022 - Present

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

MO

01/28/2002 - 06/21/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

CA

11/20/2000 - 01/07/2002

WM FINANCIAL SERVICES, INC. (IRVINE CA)

IN

02/08/2000 - 12/05/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

02/08/2000 - 12/05/2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

GA

03/08/1993 - 01/27/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 05/05/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Marie Schlee.
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