Unclaimed
Kari Giacomini is a financial advisor with over 9 years of experience in the financial services industry. Currently, Kari is an advisor at U.S. Bancorp Investments, Inc. Prior to joining U.S. Bancorp Investments, Inc., Kari worked at Amerprise Financial Services, Inc. and American Enterprise Investment Services Inc. Kari is licensed to sell securities in Minnesota. Kari specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations. Kari's services include financial planning, portfolio management, and publication of periodicals.
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
MN
07/30/2019 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
03/02/2018 - 08/13/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
03/02/2018 - 01/07/2019
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
05/30/2014 - 10/04/2017
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/21/2011 - 05/27/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/21/2009 - 12/07/2009
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
BC
Issued 02/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kari Giacomini is the right advisor for you? Invested Better is here to help.