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Ji Yun Wang

U.s. Bancorp Investments, Inc.

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About Ji Yun Wang

Ji Yun Wang is a financial advisor with U.S. Bancorp Investments, Inc., Ji Yun Wang has been in the industry since December 2006. Ji Yun Wang works in North Las Vegas, NV and holds registrations in 8 states. Ji Yun Wang is affiliated with the following firm: U.S. Bancorp Investments, Inc.. Ji Yun Wang specializes in retirement planning, education planning, investment planning, estate planning, and insurance planning.

Firm Information

Ji Wang 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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Ji Wang’s Registration & Firm History

NV

05/11/2018 - Present

U.s. Bancorp Investments, Inc. (North Las Vegas NV)

NV

11/04/2014 - 03/08/2018

SCOTTRADE, INC. (LAS VEGAS NV)

NV

03/11/2010 - 11/03/2014

TD AMERITRADE, INC. (LAS VEGAS NV)

MO

10/23/2006 - 03/08/2010

U.S. BANCORP INVESTMENTS, INC. (O'FALLON MO)

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Licenses & Designations

BOTH

Issued 08/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/05/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2008

Series 7 - General Securities Representative Examination

BC

Issued 10/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ji Yun Wang.
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