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Omid Noori

U.s. Bancorp Investments, Inc.

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About Omid Noori

Omid Noori is a financial advisor currently registered with U.S. Bancorp Investments, Inc. in Woodland Hills, California. Omid has been in the financial industry since January 2005 and has experience in various roles across different firms including Wells Fargo Advisors, LLC and UnionBanc Investment Services, LLC. Omid holds Series 66, Series 7, and SIE licenses. Omid's clients include high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

Firm Information

Omid Noori 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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Omid Noori’s Registration & Firm History

CA

11/08/2018 - Present

U.s. Bancorp Investments, Inc. (Woodland Hills CA)

CA

11/29/2016 - 10/03/2018

UNIONBANC INVESTMENT SERVICES, LLC (WOODLAND HILLS CA)

CA

01/03/2011 - 11/10/2016

WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)

CA

11/12/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (CALABASAS CA)

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Licenses & Designations

BOTH

Issued 03/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omid Noori.
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