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Eric David Moe

U.s. Bancorp Investments, Inc.

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About Eric David Moe

Eric David Moe is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Eric is licensed to provide investment advice in Washington and 19 other states. Eric is a financial professional with a strong understanding of investment strategies. Eric has been in the financial industry for over 10 years. Eric has a passion for music and serves as a trumpet player in the Spokane Symphony and other freelance opportunities. Eric is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Eric Moe 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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Eric Moe’s Registration & Firm History

WA

08/29/2024 - Present

U.s. Bancorp Investments, Inc. (Spokane WA)

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Licenses & Designations

BOTH

Issued 08/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric David Moe.
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