Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brendan Dillon is a financial advisor with U.S. Bancorp Investments, Inc. James has been in the industry since 2001 and is registered with the state of Washington as both a broker-dealer and an investment advisor. James has a strong background in investment banking and has passed a number of industry exams, including the Series 6, Series 7, Series 24, Series 53, and Series 63. James is also registered as a Registered Representative with FINRA. James specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
WA
09/19/2010 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
IA
Issued 09/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/14/2002
Series 24 - General Securities Principal 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 05/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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