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Melissa Marie Tracy

U.s. Bancorp Investments, Inc.

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About Melissa Marie Tracy

Melissa Tracy is a financial professional with over 10 years of experience in the industry. She is registered in Washington and is affiliated with U.S. Bancorp Investments, Inc. Melissa holds several industry licenses, including Series 6, Series 63, and Series 6TO, and has experience working with a variety of clients, including individuals, businesses, and high-net-worth individuals. Melissa's areas of expertise include portfolio management, financial planning, and investment company products.

Firm Information

Melissa Tracy 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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Melissa Tracy’s Registration & Firm History

WA

11/09/2021 - Present

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

ID

02/05/2007 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (COEUR D'ARLENE ID)

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Licenses & Designations

BC

Issued 11/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2021

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

BC

Issued 10/19/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Melissa Marie Tracy. Review regulatory record here.
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