Maxine
Drexler

U.S. Bancorp Investments, Inc

CRD#2740256
Investment Advisor
in Pleasanton, CA

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About this Advisor

Maxine Drexler is a financial advisor based in Pleasanton, California, working with U.S. Bancorp Investments, Inc. Maxine has previously held positions at U.S. Bancorp Investments, Inc and U.S. Bank. Maxine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Maxine is part of U.S. Bancorp Investments, Inc, which operates out of Pleasanton, California. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

749 Main St
Pleasanton, CA 94566

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

CA Average: $5,289,111,388
Total Number of Employees

2,307

CA Average: 157
Total Number of Accounts

60,028

CA Average: 8,262
Average Account Size

$264,455

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Maxine Drexler Work History

2018 - Present (6 years)

U.S. Bank

2011 - Present (13 years)

U.S. Bancorp Investments, Inc

Disclosures

Please visit the SEC profile of Maxine Drexler 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 Investments, Inc

Grigoriy Kuznetsov
Saint Paul, MN
Danish Rauf
Des Plaines, IL
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Rachel Torres
Ashland, OR
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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