Unclaimed
Tj Mayo is a financial advisor at U.S. Bancorp Investments, Inc. Tj is registered with FINRA and holds the Series 7, Series 63, and SIE licenses. Tj has been in the securities industry since 2021 and has experience with Sanford C. Bernstein & Co., LLC. U.S. Bancorp Investments, Inc. manages approximately $15.87 billion in regulatory assets under management. Tj specializes in portfolio management for individuals and businesses.
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
05/15/2024 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
CO
08/26/2021 - 03/25/2024
SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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