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Samir Michael Greenwood

U.s. Bancorp Investments, Inc.

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About Samir Michael Greenwood

Samir Greenwood is a registered representative with U.S. Bancorp Investments, Inc. Samir has been in the financial services industry since 2019. Samir holds the Series 63, Series 6TO and SIE licenses and specializes in providing financial planning, investment and portfolio management services to individuals, businesses, trusts, and retirement plan participants. Samir is also a registered representative with WELLS FARGO CLEARING SERVICES, LLC. Samir has experience in offering financial planning, investment, and portfolio management services to individuals, businesses, trusts, and retirement plan participants. The firm's main office is located in Saint Paul, Minnesota.

Firm Information

Samir Greenwood 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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Samir Greenwood’s Registration & Firm History

CA

07/01/2022 - Present

U.s. Bancorp Investments, Inc. (Redlands CA)

CA

09/05/2019 - 09/21/2021

WELLS FARGO CLEARING SERVICES, LLC (YUCAIPA CA)

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Licenses & Designations

BC

Issued 09/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2019

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

BC

Issued 06/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samir Michael Greenwood. Review regulatory record here.
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