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Maria Anne Massimino

U.s. Bancorp Investments, Inc.

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About Maria Anne Massimino

Maria Massimino is a financial advisor at U.S. Bancorp Investments, Inc., a firm with a long history of serving clients. Maria is registered with FINRA and has a Series 63, Series 79TO and SIE licenses. She has been a registered representative for over 18 years, and has been with U.S. Bancorp Investments, Inc., since 2019. Prior to that, she was with J.P. Morgan Institutional Investments Inc.. Maria Massimino's experience and expertise allow her to offer a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and publication of periodicals.

Firm Information

Maria Massimino 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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Maria Massimino’s Registration & Firm History

NC

05/31/2019 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

NY

11/20/2001 - 08/18/2008

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Anne Massimino.
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