Unclaimed
Ronald Ibrahim Traboulsi is a financial advisor with U.S. Bancorp Investments, Inc. located in Los Angeles, CA. Ronald holds the Series 63, Series 6TO, and SIE securities licenses. Ronald has been active in the industry since February 2020. Ronald specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors, Publication of Periodicals and Financial Planning. Ronald's firm has offices across the United States and has been in business since 2003. U.S. Bancorp Investments, Inc. is a Registered Investment Adviser with the Securities and Exchange Commission (SEC) and is regulated by the Financial Industry Regulatory Authority (FINRA).
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
CA
02/21/2020 - Present
U.s. Bancorp Investments, Inc. (Los Angeles CA)
BC
Issued 06/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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