Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Ramo is a financial professional with U.S. Bancorp Investments, Inc. Sandra has been working in the industry since September 8, 2024, and is registered in California as a broker. Sandra has passed the Series 63, Series 6TO, and the SIE exams. Sandra has been with U.S. Bancorp Investments, Inc. since September 9, 2024, and the firm has been in business since 1999. U.S. Bancorp Investments, Inc. is a large firm with over $10 billion in assets under management. The firm has been in business since 1999, and has 1,495 licensed agents, 998 investment advisor representatives, 2,079 registered representatives, 951 investment advisory functions and 0 adviser reps for other investment advisers. The firm's main office is located in Saint Paul, Minnesota. The firm's main office is located in Saint Paul, Minnesota. The firm's main office is located in Saint Paul, Minnesota. The firm's services include financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The firm also offers publication of periodicals and selection of other advisors.
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
09/09/2024 - Present
U.s. Bancorp Investments, Inc. (El Cajon CA)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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