Unclaimed
Merima Ramushi is a financial advisor at U.S. Bancorp Investments, Inc. with over 25 years of experience in the financial services industry. Merima has a wide range of experience and expertise in various financial areas, including investment management, financial planning, and retirement planning. Merima is committed to providing personalized financial advice to help clients achieve their financial goals.
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
IL
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Lincolnwood IL)
IL
01/21/2010 - 06/21/2014
CCO INVESTMENT SERVICES CORP. (PARK RIDGE IL)
IL
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (NILES IL)
IL
12/04/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (NILES IL)
WA
12/20/2000 - 12/17/2001
HARRIS INVESTORLINE INC. (SEATTLE WA)
NE
02/21/2001 - 11/30/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WI
09/24/1998 - 12/12/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 04/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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