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Michael Fitzgerald

U.s. Bancorp Investments, Inc.

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About Michael Fitzgerald

Michael Fitzgerald is a financial advisor with U.S. Bancorp Investments, Inc. located in Charlotte, North Carolina. Michael has been in the industry since August 2017 and has a Series 7, Series 79, Series 63, and SIE licenses. Michael has experience with portfolio management, financial planning, and publication of periodicals.

Firm Information

Michael Fitzgerald 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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Michael Fitzgerald’s Registration & Firm History

NC

11/02/2022 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

NY

12/05/2017 - 11/08/2022

SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)

NY

09/01/2017 - 12/06/2017

OPUS FINANCIAL PARTNERS, LLC (New York NY)

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Licenses & Designations

BC

Issued 10/02/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/01/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Fitzgerald.
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