Unclaimed
Monette Harris is an investment advisor representative at U.S. Bancorp Investments, Inc. located in Boise, Idaho. Monette has been active in the industry for over 14 years and has a Series 6, 63 and SIE. Monette's previous work history includes Harris Investor Services, Inc. in Villa Park, Illinois.
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
ID
11/10/2023 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
IL
05/08/2009 - 11/08/2010
HARRIS INVESTOR SERVICES, INC. (VILLA PARK IL)
BC
Issued 01/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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