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Rene Manuel Ramos

U.s. Bancorp Advisors, LLC

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About Rene Manuel Ramos

Rene Manuel Ramos is an investment advisor representative with over 20 years of experience in the financial services industry. Rene has a broad range of experience working with various clients including individuals, corporations, high net worth individuals, and pension and profit-sharing plans. Rene currently works for U.S. Bancorp Advisors, LLC. Rene has held previous roles at Ameriprise Financial Services, LLC, Thrivent Investment Management Inc., and IDS Life Insurance Company. Rene is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in 51 states and the District of Columbia.

Firm Information

Rene Ramos 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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Rene Ramos’s Registration & Firm History

CA

06/30/2023 - Present

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

MN

02/15/2023 - 03/31/2023

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

CA

05/20/2003 - 08/06/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Glendale CA)

MN

05/20/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rene Manuel Ramos.
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