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Amy Barbara Riss

U.s. Bancorp Investments, Inc.

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About Amy Barbara Riss

Amy Barbara Riss is a financial professional with over 18 years of experience in the industry. Amy is currently registered with U.S. Bancorp Investments, Inc. and has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Banc of America Investment Services, Inc. Amy holds the Series 6, 7, and SIE licenses. Amy is dedicated to providing financial guidance to a wide range of clients, including individuals, businesses, and charitable organizations.

Firm Information

Amy Riss 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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Amy Riss’s Registration & Firm History

TN

01/04/2021 - Present

U.s. Bancorp Investments, Inc. (Franklin TN)

NY

09/11/2019 - 01/04/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

03/31/2017 - 08/23/2018

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

10/23/2009 - 07/25/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LATHAM NY)

NY

10/20/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)

NY

05/26/2004 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/25/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Barbara Riss.
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