Jennifer
Serrano
U.S. Bancorp Advisors, LLC
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About this Advisor
Jennifer Serrano is a financial advisor based in Glendale, California, working with U.S. Bancorp Advisors, LLC. Jennifer has previously held positions at National Planning Corporation and Unionbanc Investment Services. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jennifer is part of U.S. Bancorp Advisors, LLC, which operates out of Glendale, California. The firm has 203 offices and 238 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at U.S. Bancorp Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Advisors, LLC Brokerage Details
$1,387,160,512
238
3,901
$355,591
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jennifer Serrano Work History
Unionbanc Investment Services
National Planning Corporation
Disclosures
Please visit the SEC profile of Jennifer Serrano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at U.S. Bancorp Advisors, LLC
Minneapolis, MN
Monterey, CA
Los Angeles, CA
Glendale, CA
Tempe, AZ
Glendale, CA
Tempe, AZ
Ventura, CA
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