Unclaimed Profile

Ann Elizabeth Digiorgio

UNIONBANC INVESTMENT SERVICES, LLC·LOS ANGELES, California

SIE, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record15 years registeredUNIONBANC INVESTMENT SERVICES, LLC

445 SOUTH FIGUEROA STREET, LOS ANGELES, CA 90071CRD# 735482Firm CRD# 14455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Elizabeth Digiorgio · LOS ANGELES, CA

Registration

CRD #735482 · UNIONBANC INVESTMENT SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNIONBANC INVESTMENT SERVICES, LLC

GIRARD SECURITIES, INC.

Oct 2013 – Jun 2014

SAN DIEGO, CA

UNIONBANC INVESTMENT SERVICES, LLC

May 2011 – May 2013

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · May 27, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. BANCORP ADVISORS, LLC

CRD 14455 · SEC 801-70084

AUM

$1.4B

Regulatory assets under management

Employees

238

3,901 client accounts

Services offered by U.S. BANCORP ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at U.S. BANCORP ADVISORS, LLC →

Introduction

Speak with Ann Elizabeth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ann Elizabeth is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ann Elizabeth Digiorgio offer?

Ann Elizabeth Digiorgio specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Ann Elizabeth Digiorgio's credentials?

Ann Elizabeth Digiorgio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Elizabeth Digiorgio located?

Ann Elizabeth Digiorgio is based in LOS ANGELES, California, last registered with UNIONBANC INVESTMENT SERVICES, LLC.

How does Ann Elizabeth Digiorgio charge for services?

Ann Elizabeth Digiorgio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNIONBANC INVESTMENT SERVICES, LLC?

UNIONBANC INVESTMENT SERVICES, LLC has approximately 238 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →