Unclaimed
Savannah Rose Eversole is a registered representative with U.s. Bancorp Investments, Inc. Savannah has been in the industry since November 15, 2019. Savannah currently holds Series 7TO, SIE, and Series 63 licenses. Savannah has previous experience with CUSO Financial Services, L.P. and BBVA Securities Inc.
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
CO
01/27/2022 - Present
U.s. Bancorp Investments, Inc. (Highlands Ranch CO)
CO
08/30/2021 - 01/03/2022
CUSO FINANCIAL SERVICES, L.P. (ENGLEWOOD CO)
CO
10/18/2019 - 08/23/2021
BBVA SECURITIES INC. (LONE TREE CO)
BC
Issued 06/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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