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Chris Philip Cicoletti

U.s. Bancorp Investments, Inc.

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About Chris Philip Cicoletti

Chris Cicoletti is a financial advisor with U.S. Bancorp Investments, Inc. Chris has been working in the financial services industry since 2004. Chris is registered with the state of North Carolina. Chris has a Series 7, 63, SIE, and 79TO. Chris specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Publication of Periodicals, and Financial Planning. Chris's firm specializes in providing financial planning, portfolio management, and other advisory services to individuals and businesses. U.S. Bancorp Investments, Inc. also offers a wide range of investment products and services. Chris has an office located in Charlotte, NC at 214 N Tryon St, 28202.

Firm Information

Chris Cicoletti 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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Chris Cicoletti’s Registration & Firm History

NC

06/19/2009 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

NC

07/31/2006 - 05/06/2009

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

CA

08/11/2004 - 07/27/2006

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 11/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chris Philip Cicoletti.
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