Unclaimed
Amanda Polson is an investment advisor representative associated with U.S Bancorp Investments, Inc. Amanda is licensed in 22 states, and holds Series 6, Series 7TO, Series 63 and Series 65 licenses. Amanda's experience in the industry spans more than 5 years.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
02/07/2025 - Present
U.s. Bancorp Investments, Inc. (Saint Louis MO)
IA
Issued 04/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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