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Julie Ann Paulson

U.s. Bancorp Investments, Inc.

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About Julie Ann Paulson

Julie Paulson is a financial advisor with U.S. Bancorp Investments, Inc. Julie has over 20 years of experience in the financial services industry. Julie has a Series 7, Series 63, and Series 79 license. Julie is registered in Illinois and has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Julie is committed to helping clients achieve their financial goals. Julie is a dedicated professional who is passionate about helping clients reach their financial goals.

Firm Information

Julie Paulson 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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Julie Paulson’s Registration & Firm History

IL

03/22/2011 - Present

U.s. Bancorp Investments, Inc. (CHICAGO IL)

NY

04/15/2002 - 06/25/2003

CANTOR FITZGERALD & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 04/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Paulson.
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