Unclaimed
Paula Daniels is a registered representative with U.S. Bancorp Investments, Inc. with over 10 years of experience in the securities industry. Paula's specializations include securities, mutual funds, variable annuities, fixed annuities, and life insurance. Paula has passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Paula is located in Saint Paul, Minnesota and is associated with the branch office of U.S. Bancorp Investments, Inc. located at 60 Livingston Ave, Saint Paul, Minnesota.
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
06/04/2009 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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