Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Robert Granja

U.s. Bancorp Investments, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Robert Granja

Michael Granja is a financial advisor registered with U.S. Bancorp Investments, Inc. and has 31 years of experience in the securities industry. Michael's registrations include Series 63, Series 66 and Series 7 licenses. Michael's past employment includes roles at CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., Citicorp Investment Services and Essex National Securities, Inc. Michael Granja has earned the designation of Series 66 and Series 7.

Firm Information

Michael Granja 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

12b-1,networking&shareholder serv,product partner arrangements

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Granja’s Registration & Firm History

CA

11/20/2017 - Present

U.s. Bancorp Investments, Inc. (IRVINE CA)

CA

01/22/2007 - 11/27/2017

CUNA BROKERAGE SERVICES, INC. (SANTA ANA CA)

CA

09/01/2004 - 01/24/2007

CUSO FINANCIAL SERVICES, L.P. (SANTA ANA CA)

NY

02/05/2003 - 08/26/2004

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

05/23/2002 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

CA

07/24/1997 - 05/28/2002

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

08/27/1992 - 07/23/1997

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MD

01/27/1992 - 08/26/1992

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

Not sure if Michael Robert Granja is right for you?

Licenses & Designations

BOTH

Issued 12/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Robert Granja. Review regulatory record here.
Not sure if Michael Robert Granja is right for you?