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Janice Lee Dickinson

U.s. Bancorp Investments, Inc.

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About Janice Lee Dickinson

Janice Dickinson is an Investment Advisor Representative with U.S. Bancorp Investments, Inc. Janice has been in the financial industry since 1994 and is a Registered Representative in Washington. Janice is registered with and has been active in the state of Washington, Idaho, Nevada and California. Janice has experience working at other firms such as Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Janice is a Series 7, 8, 31, 63 and 65 licensed advisor.

Firm Information

Janice Dickinson 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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Janice Dickinson’s Registration & Firm History

WA

04/11/2017 - Present

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

CA

08/04/2010 - 01/04/2011

CHASE INVESTMENT SERVICES CORP. (ARROYO GRANDE CA)

CA

04/28/2006 - 04/27/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)

NY

03/11/1993 - 05/08/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/25/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 03/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janice Lee Dickinson.
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