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Rina Ester Saldana

U.s. Bancorp Advisors, LLC

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About Rina Ester Saldana

Rina Saldana is a registered investment advisor representative with U.S. Bancorp Advisors, LLC. Rina has been in the securities industry since June 2011. Rina is registered with the Financial Industry Regulatory Authority (FINRA) and the state of California. Rina holds the Series 66, Series 7, and SIE licenses. Rina is also registered as an investment advisor representative in Oregon. Rina's experience includes working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Rina specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Rina Saldana 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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Rina Saldana’s Registration & Firm History

CA

10/25/2011 - Present

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

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Licenses & Designations

BOTH

Issued 10/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rina Ester Saldana. Review regulatory record here.
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