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Paul Pai

U.s. Bancorp Investments, Inc.

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About Paul Pai

Paul Pai is an investment professional with over 15 years of experience in the financial services industry. Paul is currently a registered representative at U.s. Bancorp Investments, Inc. Paul has a Series 7, Series 79, and Series 63 license, and holds the SIE designation. In addition to his current role, Paul has previously held positions at Deutsche Bank Securities Inc. and UBS Securities LLC. Paul has experience in providing investment advice to individuals and institutions, and specializes in a variety of areas including equities, fixed income, and mutual funds. Paul is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Paul Pai 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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Paul Pai’s Registration & Firm History

NY

01/11/2018 - Present

U.s. Bancorp Investments, Inc. (NEW YORK NY)

NY

03/30/2005 - 02/09/2012

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

09/03/2003 - 04/01/2005

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Pai.
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