Unclaimed
John David Delaittre is a financial advisor with U.S. Bancorp Investments, Inc., a firm with over $15 billion in assets under management. John has been in the industry since 1997 and has worked for several firms including MUFG Securities Americas Inc. and BNP Paribas Securities Corp. John has a broad range of experience in the financial services industry, including investment banking and trading. John is a licensed Series 7, 24, 55, 57TO, and 79TO and SIE licensed representative. John is registered with the state of Oregon to provide securities advice. John specializes in helping individuals, families, and businesses 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
OR
03/09/2023 - Present
U.s. Bancorp Investments, Inc. (Portland OR)
NY
04/30/2021 - 12/05/2022
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
NY
10/11/2018 - 04/26/2021
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
OR
04/13/2015 - 08/18/2017
KEYBANC CAPITAL MARKETS INC. (PORTLAND OR)
OR
12/01/1995 - 04/13/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 12/03/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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