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Rochelle Deanne Sanchez

U.s. Bancorp Advisors, LLC

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About Rochelle Deanne Sanchez

Rochelle Deanne Sanchez is an investment advisor representative associated with U.S. Bancorp Advisors, LLC. Rochelle has been in the financial services industry since 2012. Rochelle has a Series 6, 7, 63, and 66 license and is registered in Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Maine, Nevada, New Jersey, New Mexico, Oregon, South Carolina, Tennessee, Texas, Utah, and Washington. Rochelle is also a registered investment advisor representative. Rochelle specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Rochelle Sanchez 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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Rochelle Sanchez’s Registration & Firm History

CA

05/18/2020 - Present

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

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Licenses & Designations

BOTH

Issued 05/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/24/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rochelle Deanne Sanchez.
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