Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Lassandro is a financial advisor with U.S. Bancorp Investments, Inc., a registered investment advisor headquartered in Saint Paul, Minnesota. Teresa has been in the financial services industry since 2009. Teresa works with a wide range of clients, including individuals, families, businesses, and non-profit organizations. Teresa provides financial planning, investment management, and retirement planning services.
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
ID
12/06/2022 - Present
U.s. Bancorp Investments, Inc. (Nampa ID)
ID
08/31/2021 - 09/30/2022
MORGAN STANLEY (Boise ID)
ID
05/24/2019 - 08/03/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOISE ID)
ID
10/19/2017 - 05/07/2019
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
ID
08/06/2015 - 10/27/2017
UBS FINANCIAL SERVICES INC. (BOISE ID)
ID
04/29/2015 - 06/22/2015
WELLS FARGO ADVISORS, LLC (BOISE ID)
ID
05/20/2013 - 05/13/2015
UBS FINANCIAL SERVICES INC. (BOISE ID)
ID
02/16/2009 - 10/12/2012
SCOTTRADE, INC. (BOISE ID)
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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