Alexis Abanto-WolfCRD Number: 6665238
Current Firm: U.s. Bancorp Investments, Inc.
Alexis Abanto-Wolf (CRD# 6665238) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Morrow, OH and has over 4 years of experience in the finance industry.
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|U.s. Bancorp Investments, Inc.||Mason, OH||May 2016 - Current||6|
|U.s. Bank||Mason, OH||May 2015 - Oct 2019||4|
|Northern Kentucky University||Highland Heights, KY||Jan 2011 - Dec 2017||6|
|Fitzsimons Credit Union||Aurora, CO||Mar 2015 - Apr 2015||< 1|
|Us Bank||Mason, CO||Jan 2014 - Feb 2015||1|
|University Housing At Northern Kentucky||Highland Heights, KY||Dec 2012 - Dec 2013||1|
|Citizens Bank Of Northern Kentucky||Highland Heights, KY||Aug 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management14,693MILLIONS
Total Number of Accounts56,384ACCOUNTS
Average Account Value$260,580
- 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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