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Jessie Tranchina-satterfield

U.s. Bancorp Investments, Inc.

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About Jessie Tranchina-satterfield

Jessie Tranchina-Satterfield is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Jessie has been in the financial services industry since March 26, 2022. Jessie holds the Series 7, Series 66, and SIE securities licenses. Jessie is registered with the state of Arizona. Jessie has previous work experience at Vanguard Marketing Corporation and Wells Fargo Clearing Services, LLC. Jessie is located in Chandler, Arizona, and works out of the Chandler branch office of U.S. Bancorp Investments.

Firm Information

Jessie Tranchina-satterfield 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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Jessie Tranchina-satterfield’s Registration & Firm History

AZ

11/06/2023 - Present

U.s. Bancorp Investments, Inc. (Chandler AZ)

AZ

07/15/2022 - 10/17/2023

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

03/15/2022 - 07/14/2022

WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 04/06/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessie Tranchina-satterfield.
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