Unclaimed
Trevor Johnson is a financial advisor with U.S. Bancorp Investments, Inc., specializing in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Trevor holds the Series 63, Series 6TO, and SIE licenses and is registered in Nebraska.
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
NE
06/10/2022 - Present
U.s. Bancorp Investments, Inc. (Omaha NE)
BC
Issued 07/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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