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Clifford Dennis Currier

U.s. Bancorp Investments, Inc.

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About Clifford Dennis Currier

Clifford Dennis Currier is a financial advisor currently registered with U.S. Bancorp Investments, Inc. in Charlotte, NC. Clifford has been in the financial industry since December 14, 2011. Clifford is also registered with FINRA and is a Series 7, Series 24, and Series 63 licensed professional. Previously, Clifford was employed by Deutsche Bank Securities Inc., Banc of America Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Clifford Currier 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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Clifford Currier’s Registration & Firm History

NC

07/31/2019 - Present

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

NY

12/21/2006 - 06/02/2009

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

02/19/1998 - 04/02/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

02/02/1996 - 02/22/1996

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

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Licenses & Designations

BC

Issued 12/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/1998

Series 24 - General Securities Principal Examination

BC

Issued 07/31/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/17/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clifford Dennis Currier.
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