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Paul Nalbandian

U.s. Bancorp Investments, Inc.

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About Paul Nalbandian

Paul Nalbandian is a financial professional with over 35 years of experience in the industry. Paul is currently registered with U.S. Bancorp Investments, Inc. in San Diego, California, offering investment advisory and brokerage services. Paul has a wide range of experience, holding registrations with various firms in the past, including LPL Financial LLC, UVEST Financial Services Group, Inc., Citicorp Investment Services, CAL FED INVESTMENTS, DB ALEX. BROWN LLC, DEAN WITTER REYNOLDS INC., WELLS FARGO SECURITIES INC., FIRST INTERSTATE INVESTMENTS, INC., MARKETING ONE SECURITIES, INC., GNA SECURITIES, INC., and FIRST INTERREGIONAL EQUITY CORP.. Paul is a highly qualified professional with expertise in municipal securities, investment company products/variable contracts, general securities, and options. Paul is committed to providing high-quality financial services to clients.

Firm Information

Paul Nalbandian is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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other

12b-1,networking&shareholder serv,product partner arrangements

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Paul Nalbandian’s Registration & Firm History

CA

07/27/2021 - Present

U.s. Bancorp Investments, Inc. (San Diego CA)

AZ

07/24/2017 - 07/30/2021

LPL FINANCIAL LLC (SCOTTSDALE AZ)

CA

10/08/2009 - 07/17/2017

LPL FINANCIAL LLC (SAN DIEGO CA)

NC

04/07/2005 - 04/25/2012

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NY

07/13/2000 - 04/01/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

11/11/2002 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

MD

02/18/2000 - 08/04/2000

DB ALEX. BROWN LLC (BALTIMORE MD)

NY

02/08/1999 - 02/16/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

CA

11/19/1993 - 11/19/1998

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NA

06/19/1996 - 09/20/1996

FIRST INTERSTATE INVESTMENTS,INC.

OR

01/20/1992 - 11/19/1993

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

VA

07/31/1987 - 01/10/1992

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

05/29/1985 - 07/20/1987

FIRST INTERREGIONAL EQUITY CORP.

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Licenses & Designations

IA

Issued 08/14/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/14/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/10/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/13/1987

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

BC

Issued 05/28/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Nalbandian.
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