Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Delynn Grisso is a financial professional with over 20 years of experience in the financial services industry. Carrie is a Registered Representative and Investment Advisor Representative with U.S. Bancorp Investments, Inc. She has a strong track record of providing personalized financial advice to individuals, families, and businesses. Carrie is committed to helping her clients achieve their financial goals and is passionate about providing them with the knowledge and resources they need to make informed financial decisions. Carrie has held previous roles with several firms including Chase Investment Services Corp., Banc One Securities Corporation and VSR Financial Services, Inc. She is licensed to provide financial advice in multiple states including Ohio and Minnesota. She specializes in providing financial planning, portfolio management, and retirement planning services. Carrie is committed to building long-term relationships with her clients and providing them with exceptional service.
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
MN
12/24/2021 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
OH
03/09/2011 - 10/29/2021
U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)
OH
07/06/2005 - 03/01/2011
CHASE INVESTMENT SERVICES CORP. (CINCINNATI OH)
IL
06/23/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
KS
04/03/2000 - 06/22/2004
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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