Unclaimed
Melanie McAllister is a registered representative with U.S. Bancorp Investments, Inc. Melanie has been in the industry since May 2021, and specializes in various areas including providing financial planning, portfolio management services and access to market insights. Melanie currently holds Series 63, Series 79TO and SIE licenses.
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
05/12/2021 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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