Invested Better
Unclaimed

Unclaimed

Unclaimed

Janine Marie McWhirteryoung

U.s. Bancorp Investments, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Janine? Claim Your Profile

About Janine Marie McWhirteryoung

Janine McWhirteryoung is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Janine has been active in the financial services industry since February 2013. Janine has offices in Saint Charles, Missouri, and is registered with the state of Missouri as an investment advisor representative. Janine specializes in providing financial planning services to individuals, businesses, and charitable organizations. Janine also has experience providing portfolio management services to individuals and businesses.

Firm Information

Janine McWhirteryoung 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

12b-1,networking&shareholder serv,product partner arrangements

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Janine McWhirteryoung’s Registration & Firm History

MO

02/04/2021 - Present

U.s. Bancorp Investments, Inc. (Saint Charles MO)

NE

06/13/2000 - 06/05/2002

FREEDOM FINANCIAL, INC. (OMAHA NE)

IL

03/13/1997 - 07/28/1998

BLACK OAK SECURITIES, INC. (PAWNEE IL)

CA

08/01/1996 - 12/05/1997

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

MO

10/01/1994 - 12/06/1995

FFP SECURITIES, INC. (CHESTERFIELD MO)

Not sure if Janine Marie McWhirteryoung is right for you?

Licenses & Designations

IA

Issued 01/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2023

Series 24 - General Securities Principal Examination

BC

Issued 07/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Janine Marie McWhirteryoung. Review regulatory record here.
Not sure if Janine Marie McWhirteryoung is right for you?