Unclaimed
Kimberly Thi Nguyen is a registered representative with U.S. Bancorp Investments, Inc. Kimberly is registered with FINRA and holds the Series 6TO and SIE licenses. Kimberly has been in the financial industry since 2024. U.S. Bancorp Investments, Inc. provides financial planning, portfolio management for businesses and individuals, and publication of periodicals. The firm manages over $15 billion in assets and is based in Saint Paul, Minnesota.
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
ID
02/20/2024 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
BC
Issued 02/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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