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Maxine Annapolen Drexler

U.S. Bancorp Advisors, LLC

Pleasanton, CA

CRD 2740256

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Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

749 Main St, Pleasanton, CA 94566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Pleasanton CA 04/2011 02/2026
U.S. Bank Pleasanton CA 01/2018 02/2026
U.S. Bancorp Advisors, Llc Pleasanton CA 02/2026 Present
Previous Registrations
  • 2011-05-03 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    San Leandro, CA
    San Leandro, CA
    Pleasanton, CA
  • 2009-05-02 → 2011-04-20
    Chase Investment Services Corp.
    San Leandro, CA
  • 2007-06-12 → 2009-05-02
    Wamu Investments, Inc.
    San Leandro, CA
    San Leandro, CA
    San Leandro, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-29
S63 Uniform Securities Agent State Law Examination 1996-05-15
  • S65 Uniform Investment Adviser Law Examination
    2007-01-29
  • S63 Uniform Securities Agent State Law Examination
    1996-05-15
Other Names
  • Maxine Annapolen
  • Maxine Drexler

View on SEC IAPD

Nearby Firms

PRUDENT PROSPERA PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
PANDECT CATALYST FUND MANAGEMENT LLC

Nearby Investors

ATUL C DUBAL
JONATHAN CHARLES ILLIG
HOWARD COREY HERTZ

Nearby Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA

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