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Melody Mae Bliss

U.s. Bancorp Investments, Inc.

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About Melody Mae Bliss

Melody Mae Bliss is a financial advisor who has been in the industry since May 2019. Currently, Melody Mae Bliss is registered with U.S. Bancorp Investments, Inc. and is licensed in 12 states. Melody Mae Bliss has previous experience with CUSO Financial Services, L.P., Key Investment Services LLC, and Wells Fargo Clearing Services, LLC. Melody Mae Bliss offers services for individuals, businesses, and charitable organizations. Melody Mae Bliss has obtained the Series 63, Series 66, and Series 7TO licenses.

Firm Information

Melody Bliss 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 Bliss’s Registration & Firm History

WA

02/16/2024 - Present

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

WA

01/04/2022 - 02/20/2024

CUSO FINANCIAL SERVICES, L.P. (SHELTON WA)

WA

06/09/2020 - 12/21/2021

KEY INVESTMENT SERVICES LLC (Shelton WA)

WA

04/05/2019 - 05/12/2020

WELLS FARGO CLEARING SERVICES, LLC (LACEY WA)

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Licenses & Designations

BOTH

Issued 02/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2019

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

BC

Issued 03/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melody Mae Bliss.
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