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Rupinder Kaur Panesar

U.s. Bancorp Investments, Inc.

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About Rupinder Kaur Panesar

Rupinder Kaur Panesar is a financial advisor at U.s. Bancorp Investments, Inc. Rupinder has been working in the financial services industry since April 2019. Rupinder has passed the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7TO). Rupinder is registered with FINRA and is currently active in the securities industry. Rupinder has experience working with various clients, including high-net-worth individuals, corporations, and individuals. Rupinder offers a variety of financial services, including financial planning, portfolio management, and publication of periodicals.

Firm Information

Rupinder Panesar 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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Rupinder Panesar’s Registration & Firm History

MN

07/29/2024 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

NJ

04/18/2019 - 07/15/2024

PERSHING LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 03/27/2019

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2019

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rupinder Kaur Panesar.
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