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Shahriar Dahesh

U.s. Bancorp Investments, Inc.

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About Shahriar Dahesh

Shahriar Dahesh is a financial advisor with U.S. Bancorp Investments, Inc. with over 20 years of experience in the financial industry. Shahriar is a registered representative and investment advisor representative holding Series 63, SIE, and Series 7 licenses. Shahriar's previous experience includes positions at City National Securities, Inc., First Republic Securities Company, LLC, Wells Fargo Investments, LLC, UBOC Investment Services, Inc., and CitiCorp Investment Services.

Firm Information

Shahriar Dahesh 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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Shahriar Dahesh’s Registration & Firm History

SD

03/03/2022 - Present

U.s. Bancorp Investments, Inc. (Sioux Falls SD)

CA

12/18/2006 - 10/01/2021

CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)

CA

08/19/2004 - 03/24/2005

FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)

CA

11/30/2001 - 03/15/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

09/24/1998 - 01/20/2000

UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)

NY

10/31/1996 - 05/29/1998

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BC

Issued 11/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shahriar Dahesh.
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