Unclaimed
Nicholas Cunningham is a financial advisor at U.S. Bancorp Investments, Inc. in Minneapolis, Minnesota. Nicholas has been in the financial industry since 2014 and has a Series 7, Series 24 and SIE license. Nicholas has previously worked at SIA Securities Corporation, American Enterprise Investment Services Inc. and Ameriprise Financial Services, Inc. Nicholas specializes in financial planning and portfolio management for individuals and businesses. U.S. Bancorp Investments, Inc. provides financial advisory services for individuals, businesses, and institutions. The firm provides a range of services including financial planning, portfolio management, and investment research.
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
MN
08/11/2021 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
09/01/2017 - 07/22/2021
SIA SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
01/24/2017 - 08/04/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
12/15/2014 - 08/04/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
BC
Issued 07/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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