Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Talberg is an investment advisor representative at U.S. Bancorp Investments, Inc. Melissa has been in the industry since 2012. Melissa is registered in 21 states and has passed the Series 66, Series 7, and SIE exams. Melissa specializes in retirement planning, investment management, insurance, college savings, and estate planning.
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
11/26/2013 - Present
U.s. Bancorp Investments, Inc. (Saint Cloud MN)
BOTH
Issued 05/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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