Esmeralda AnguloCRD Number: 4779787
Current Firm: U.s. Bancorp Investments, Inc.
Esmeralda Angulo (CRD# 4779787) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Alturas, CA and has over 19 years of experience in the finance industry.
|U.s. Bancorp Investments, Inc.||Medford, OR||Nov 2022 - Current||< 1|
|J.p. Morgan Securities LLC||Medford, OR||Oct 2012 - Nov 2022||10|
|Washington Mutual Bank||Medford, OR||Jan 2006 - Nov 2022||16|
|Self||White City, OR||Aug 2014 - Nov 2015||1|
|Mary Kay||White City, OR||Jan 2013 - Jun 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2004|
|S66||NASAA Uniform Combined State Law Examination||Jan 2016|
Total Assets Under Management13,392MILLIONS
Total Number of Accounts57,394ACCOUNTS
Average Account Value$233,336
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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