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Mary Catherine O'Dell-nguyen

U.s. Bancorp Investments, Inc.

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About Mary Catherine O'Dell-nguyen

Mary Catherine O'Dell-nguyen is a financial professional registered with U.S. Bancorp Investments, Inc. and the state of Washington. Mary Catherine has a Series 63, Series 6TO, and SIE licenses, demonstrating expertise in various areas of the financial industry. Mary Catherine has been working in the industry for more than two years, with extensive experience in portfolio management for individuals and businesses. Mary Catherine specializes in investment companies, variable contracts, mutual funds, stocks, and bonds.

Firm Information

Mary O'Dell-nguyen 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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Mary O'Dell-nguyen’s Registration & Firm History

WA

02/16/2024 - Present

U.s. Bancorp Investments, Inc. (Vancouver WA)

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Licenses & Designations

BC

Issued 03/22/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Catherine O'Dell-nguyen.
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