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Laura Jeannine Halsey

U.s. Bancorp Investments, Inc.

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About Laura Jeannine Halsey

Laura Halsey is a registered representative with U.s. Bancorp Investments, Inc. Laura has been in the financial services industry since 1996. Laura has a Series 6, 7, 63 and 66 license and holds registrations in multiple states. Laura is a managing member in several real estate rental businesses. Laura focuses on financial planning, portfolio management for individuals and businesses, and publication of periodicals.

Firm Information

Laura Halsey 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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Laura Halsey’s Registration & Firm History

OH

02/09/2017 - Present

U.s. Bancorp Investments, Inc. (Hamilton OH)

OH

10/01/2012 - 02/08/2017

J.P. MORGAN SECURITIES LLC (MIDDLETOWN OH)

OH

07/17/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MIDDLETOWN OH)

OH

04/21/2004 - 06/16/2006

THE HUNTINGTON INVESTMENT COMPANY (FRANKLIN OH)

TX

02/13/2003 - 04/02/2004

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

FL

01/06/2003 - 02/12/2003

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

FL

12/13/2001 - 12/31/2002

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

IL

10/03/1996 - 12/06/2001

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Jeannine Halsey.
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