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Rachel Lee Torres

U.s. Bancorp Investments, Inc.

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About Rachel Lee Torres

Rachel Lee Torres is a financial advisor with over 15 years of experience in the industry. Rachel currently works with U.S. Bancorp Investments, Inc. in Ashland, Oregon. Rachel provides financial services to individuals, high-net-worth individuals, corporations, and pension plans. Rachel is registered with the state of Oregon and California. Rachel is also a member of the Medford Rogue Rotary Club where she serves as president.

Firm Information

Rachel Torres 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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Rachel Torres’s Registration & Firm History

OR

11/09/2022 - Present

U.s. Bancorp Investments, Inc. (Ashland OR)

OR

03/29/2021 - 12/01/2022

KEY INVESTMENT SERVICES LLC (Medford OR)

OR

10/14/2020 - 03/16/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MEDFORD OR)

OR

08/12/2015 - 09/25/2020

KEY INVESTMENT SERVICES LLC (MEDFORD OR)

OR

05/22/2014 - 07/15/2015

NYLIFE SECURITIES LLC (EUGENE OR)

OR

02/07/2005 - 11/02/2011

NYLIFE SECURITIES LLC (EUGENE OR)

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Licenses & Designations

IA

Issued 05/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/04/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Lee Torres.
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