Unclaimed
Garrett Ryan McGinnis is a financial advisor with U.S. Bancorp Investments, Inc. based in Roseburg, Oregon. Garrett has been in the financial services industry since March 2019. Garrett has Series 7, Series 63, Series 66 and SIE licenses and is registered in Oregon. Garrett has experience with Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc.. The firm has been in business for over 100 years and has over 15 billion dollars in assets under management. The firm offers a variety of financial services, including investment management, financial planning, and retirement planning.
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
OR
10/27/2023 - Present
U.s. Bancorp Investments, Inc. (Roseburg OR)
TX
06/25/2020 - 01/08/2021
AMERIPRISE FINANCIAL SERVICES, LLC (HURST TX)
OR
04/16/2018 - 04/03/2020
U.S. BANCORP INVESTMENTS, INC. (KEIZER OR)
WA
06/02/2016 - 03/28/2018
AMERIPRISE FINANCIAL SERVICES, INC. (VANCOUVER WA)
BC
Issued 04/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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