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Regina Taylor

U.s. Bancorp Investments, Inc.

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About Regina Taylor

Regina Taylor is a financial advisor with over 18 years of experience. Regina is registered with U.S. Bancorp Investments, Inc. and is based in Columbus, OH. Regina specializes in retirement planning, mutual funds, stocks, bonds, and options. Regina also has experience in insurance, and has held registrations with several other firms including PRUCO Securities, LLC., Chase Investment Services Corp., and J.P. Morgan Securities Inc.

Firm Information

Regina Taylor 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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Regina Taylor’s Registration & Firm History

OH

06/06/2016 - Present

U.s. Bancorp Investments, Inc. (Columbus OH)

OH

10/07/2010 - 06/03/2016

PRUCO SECURITIES, LLC. (COLUMBUS OH)

OH

07/22/2005 - 09/22/2010

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

10/01/2008 - 04/01/2009

J.P. MORGAN SECURITIES INC. (COLUMBUS OH)

OH

07/01/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (COLUMBUS OH)

OH

05/04/2006 - 07/01/2006

BANC ONE SECURITIES CORPORATION (COLUMBUS OH)

OH

03/03/2006 - 05/02/2006

BANC ONE SECURITIES CORPORATION (COLUMBUS OH)

IL

12/19/2003 - 09/13/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

09/05/2003 - 10/06/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/05/2003 - 10/06/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/28/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Regina Taylor.
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