Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Lopez Rodriguez is a financial professional with U.S. Bancorp Investments, Inc. in Napa, California. Samuel has been in the industry since December 2018, holding a Series 6, Series 63 and SIE license. Samuel is registered to provide investment advice in California.
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
12/20/2018 - Present
U.s. Bancorp Investments, Inc. (Napa CA)
BC
Issued 02/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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