Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Flores is a financial advisor with U.S. Bancorp Investments, Inc. located in Boise, Idaho. Rafael has been in the financial industry since 2012. Rafael holds the Series 6, Series 63, Series 6TO, and SIE licenses. Rafael specializes in providing investment advice for individuals, corporations, and charitable organizations.
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
ID
11/13/2023 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
CA
07/25/2012 - 08/31/2015
UNIONBANC INVESTMENT SERVICES, LLC (LA MESA CA)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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