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Monica Christine Davies

U.s. Bancorp Investments, Inc.

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About Monica Christine Davies

Monica Davies is a registered representative with U.S. Bancorp Investments, Inc. Monica has been in the financial services industry since 2021. Monica holds Series 6, 63 and SIE licenses. She is registered with the state of Wisconsin. Monica specializes in providing financial advice and investment services to individuals, high net worth individuals, corporations and institutions. She also has experience working with pension and profit sharing plans, and charitable organizations.

Firm Information

Monica Davies 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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Monica Davies’s Registration & Firm History

WI

07/10/2023 - Present

U.s. Bancorp Investments, Inc. (Hartford WI)

WI

07/13/2021 - 07/14/2023

LPL FINANCIAL LLC (HARTLAND WI)

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Licenses & Designations

BC

Issued 09/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2021

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

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Christine Davies.
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