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Aimee P Grant

U.s. Bancorp Investments, Inc.

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About Aimee P Grant

Aimee Grant is a registered investment advisor representative with U.S. Bancorp Investments, Inc. She has been in the financial industry since 2005 and has a wide range of experience. Aimee is licensed to provide investment advice in Washington state and is also a Series 66 and Series 7 holder. She is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Aimee Grant is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Aimee Grant’s Registration & Firm History

WA

07/01/2019 - Present

U.s. Bancorp Investments, Inc. (Auburn WA)

WA

05/02/2018 - 04/04/2019

UNIONBANC INVESTMENT SERVICES, LLC (SEATTLE WA)

WA

06/10/2016 - 04/23/2018

J.P. MORGAN SECURITIES LLC (REDMOND WA)

WA

01/03/2011 - 06/01/2016

WELLS FARGO ADVISORS, LLC (TACOMA WA)

WA

08/09/2005 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 11/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aimee P Grant. Review regulatory record here.
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