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Melody Allana Pollitt

U.s. Bancorp Investments, Inc.

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About Melody Allana Pollitt

Melody Allana Pollitt is a financial advisor with U.S. Bancorp Investments, Inc. Melody is registered to provide investment advice in Colorado and is licensed to sell securities in Colorado. Melody has been working in the securities industry since October 2015. Melody's experience includes working for a variety of firms, including Concourse Financial Group Securities, Inc., GWFS Equities, Inc., ScotTrade, Inc., Investment Distributors, Inc., and Touchstone Securities, Inc.

Firm Information

Melody Pollitt 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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Melody Pollitt’s Registration & Firm History

CO

07/29/2024 - Present

U.s. Bancorp Investments, Inc. (Denver CO)

OH

12/14/2023 - 07/30/2024

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

AL

01/03/2022 - 12/08/2023

INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)

AL

07/23/2019 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

CO

05/26/2016 - 06/03/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

08/27/2015 - 05/18/2016

SCOTTRADE, INC. (WESTMINSTER CO)

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Licenses & Designations

IA

Issued 07/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melody Allana Pollitt.
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