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Phone Myat Oo

U.s. Bancorp Investments, Inc.

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About Phone Myat Oo

Phone Myat Oo is a financial advisor who has been in the industry since September 7, 2019. Phone is currently registered with U.S. Bancorp Investments, Inc. in Boise, ID. Phone has previously worked with UNIONBANC INVESTMENT SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Phone has passed the Series 63, Series 6TO and SIE exams. Phone is registered with the state of California. Phone specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Phone's firm, U.S. Bancorp Investments, Inc., provides a range of advisory services, including financial planning, portfolio management for businesses and individuals, and publication of periodicals.

Firm Information

Phone Oo 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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Phone Oo’s Registration & Firm History

ID

05/26/2023 - Present

U.s. Bancorp Investments, Inc. (Boise ID)

CA

12/19/2022 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (SAN JOSE CA)

CA

06/13/2019 - 09/22/2022

J.P. MORGAN SECURITIES LLC (DALY CITY CA)

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Licenses & Designations

BC

Issued 06/27/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2019

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

BC

Issued 05/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phone Myat Oo.
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