Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Martinez Campos is a financial advisor registered with U.S. Bancorp Investments, Inc. in Boise, Idaho. Roberto has been in the industry since August 2023 and holds a Series 63, Series 6TO and SIE license. Roberto specializes in investment advisory services for individuals, businesses, investment companies, pooled investment vehicles, 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
08/29/2023 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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